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CALTON & ASSOCIATES, INC.: SRLN position timeline

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

CALTON & ASSOCIATES, INC. held 55,797 SRLN 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 55,797 shares
    Change vs previous 13F -41,924 shares

    0.33% of the 13F portfolio, value $2,248,076.

    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 97,721 shares
    Change vs previous 13F -208 shares

    0.56% of the 13F portfolio, value $3,922,503.

    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 97,929 shares
    Change vs previous 13F +1,365 shares

    0.59% of the 13F portfolio, value $4,041,539.

    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 96,564 shares
    Change vs previous 13F -833 shares

    0.6% of the 13F portfolio, value $4,015,124.

    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 97,397 shares
    Change vs previous 13F -561 shares

    0.7% of the 13F portfolio, value $4,050,751.

    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 97,958 shares
    Change vs previous 13F +4,956 shares

    0.92% of the 13F portfolio, value $4,028,997.

    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 93,002 shares
    Change vs previous 13F +38,686 shares

    1.72% of the 13F portfolio, value $3,880,989.

    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 54,316 shares
    Change vs previous 13F not available

    0.87% of the 13F portfolio, value $2,268,260.

    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).