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CALTON & ASSOCIATES, INC.: SPYM position timeline

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

CALTON & ASSOCIATES, INC. held 265,895 SPYM 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 265,895 shares
    Change vs previous 13F -4,350 shares

    3.42% of the 13F portfolio, value $23,366,890.

    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 270,245 shares
    Change vs previous 13F -6,226 shares

    2.97% of the 13F portfolio, value $20,684,546.

    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 276,471 shares
    Change vs previous 13F +10,018 shares

    3.26% of the 13F portfolio, value $22,178,466.

    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 266,453 shares
    Change vs previous 13F +42,325 shares

    3.13% of the 13F portfolio, value $20,873,932.

    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 224,128 shares
    Change vs previous 13F +70,946 shares

    2.82% of the 13F portfolio, value $16,291,881.

    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 153,182 shares
    Change vs previous 13F +119,660 shares

    2.3% of the 13F portfolio, value $10,073,230.

    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 33,522 shares
    Change vs previous 13F -26,781 shares

    1.02% of the 13F portfolio, value $2,310,992.

    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 60,303 shares
    Change vs previous 13F not available

    1.56% of the 13F portfolio, value $4,071,061.

    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).