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CALTON & ASSOCIATES, INC.: TIP position timeline

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

CALTON & ASSOCIATES, INC. held 25,274 TIP 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 25,274 shares
    Change vs previous 13F -5,359 shares

    0.41% of the 13F portfolio, value $2,765,739.

    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 30,633 shares
    Change vs previous 13F +3,591 shares

    0.49% of the 13F portfolio, value $3,380,699.

    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 27,042 shares
    Change vs previous 13F +1,717 shares

    0.44% of the 13F portfolio, value $2,972,153.

    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 25,325 shares
    Change vs previous 13F +9,224 shares

    0.42% of the 13F portfolio, value $2,816,663.

    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 16,101 shares
    Change vs previous 13F +1,966 shares

    0.31% of the 13F portfolio, value $1,771,771.

    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 14,135 shares
    Change vs previous 13F +2,482 shares

    0.36% of the 13F portfolio, value $1,570,268.

    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 11,653 shares
    Change vs previous 13F -2,142 shares

    0.55% of the 13F portfolio, value $1,241,628.

    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 13,795 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $1,524,007.

    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).