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CALTON & ASSOCIATES, INC.: SPYD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CALTON & ASSOCIATES, INC. on SPYD, newest first. How the timeline and the estimate are built.

CALTON & ASSOCIATES, INC. held 84,488 SPYD shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 84,488 shares
    Change vs previous 13F -43,436 shares

    0.59% of the 13F portfolio, value $4,030,916.

    13F-HR 0001172661-26-003203 filed by CALTON & ASSOCIATES, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 127,924 shares
    Change vs previous 13F -3,015 shares

    0.84% of the 13F portfolio, value $5,823,113.

    13F-HR 0001172661-26-001798 filed by CALTON & ASSOCIATES, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 130,939 shares
    Change vs previous 13F -1,358 shares

    0.83% of the 13F portfolio, value $5,663,131.

    13F-HR 0001172661-26-000574 filed by CALTON & ASSOCIATES, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 132,297 shares
    Change vs previous 13F +15,292 shares

    0.87% of the 13F portfolio, value $5,821,081.

    13F-HR 0001172661-25-004622 filed by CALTON & ASSOCIATES, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 117,005 shares
    Change vs previous 13F +4,502 shares

    0.86% of the 13F portfolio, value $4,965,679.

    13F-HR 0001172661-25-003047 filed by CALTON & ASSOCIATES, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F/A 112,503 shares
    Change vs previous 13F +1,319 shares

    1.14% of the 13F portfolio, value $4,979,375.

    13F-HR/A 0001172661-25-002159 filed by CALTON & ASSOCIATES, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 111,184 shares
    Change vs previous 13F +46,844 shares

    2.12% of the 13F portfolio, value $4,807,591.

    13F-HR 0001172661-25-000329 filed by CALTON & ASSOCIATES, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F/A 64,340 shares
    Change vs previous 13F not available

    1.12% of the 13F portfolio, value $2,937,144.

    13F-HR/A 0001172661-24-004314 filed by CALTON & ASSOCIATES, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).