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CALTON & ASSOCIATES, INC.: VBR position timeline

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

CALTON & ASSOCIATES, INC. held 3,079 VBR 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 3,079 shares
    Change vs previous 13F -12 shares

    0.11% of the 13F portfolio, value $748,155.

    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 3,091 shares
    Change vs previous 13F +80 shares

    0.1% of the 13F portfolio, value $671,539.

    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 3,011 shares
    Change vs previous 13F +613 shares

    0.09% of the 13F portfolio, value $637,662.

    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 2,398 shares
    Change vs previous 13F +888 shares

    0.08% of the 13F portfolio, value $500,500.

    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 1,510 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $294,424.

    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).