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CALTON & ASSOCIATES, INC.: VIS position timeline

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

CALTON & ASSOCIATES, INC. held 7,384 VIS 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 7,384 shares
    Change vs previous 13F -256 shares

    0.39% of the 13F portfolio, value $2,661,180.

    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 7,640 shares
    Change vs previous 13F +265 shares

    0.34% of the 13F portfolio, value $2,385,505.

    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 7,375 shares
    Change vs previous 13F +227 shares

    0.32% of the 13F portfolio, value $2,200,619.

    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 7,148 shares
    Change vs previous 13F +2,133 shares

    0.32% of the 13F portfolio, value $2,117,979.

    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 5,015 shares
    Change vs previous 13F +379 shares

    0.24% of the 13F portfolio, value $1,404,557.

    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 4,636 shares
    Change vs previous 13F +6 shares

    0.26% of the 13F portfolio, value $1,147,757.

    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 4,630 shares
    Change vs previous 13F +943 shares

    0.52% of the 13F portfolio, value $1,177,909.

    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 3,687 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $959,083.

    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).