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CALTON & ASSOCIATES, INC.: SPYV position timeline

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

CALTON & ASSOCIATES, INC. held 13,741 SPYV 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 13,741 shares
    Change vs previous 13F -4,677 shares

    0.12% of the 13F portfolio, value $835,316.

    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 18,418 shares
    Change vs previous 13F -4,533 shares

    0.15% of the 13F portfolio, value $1,042,097.

    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 22,951 shares
    Change vs previous 13F +486 shares

    0.19% of the 13F portfolio, value $1,303,843.

    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 22,465 shares
    Change vs previous 13F +814 shares

    0.19% of the 13F portfolio, value $1,242,983.

    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 21,651 shares
    Change vs previous 13F -11,168 shares

    0.2% of the 13F portfolio, value $1,133,218.

    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 32,819 shares
    Change vs previous 13F +11,911 shares

    0.38% of the 13F portfolio, value $1,676,072.

    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 20,908 shares
    Change vs previous 13F -10,772 shares

    0.47% of the 13F portfolio, value $1,069,233.

    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 31,680 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $1,674,610.

    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).