CALTON & ASSOCIATES, INC.: WM position timeline

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

CALTON & ASSOCIATES, INC. held 1,592 WM shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

period ended2026-06-30
13F 1,592 shares
Change vs previous 13F -142 shares
0.05% of the 13F portfolio, value $354,872.
13F-HR 0001172661-26-003203 filed by CALTON & ASSOCIATES, INC.
Filed 2026-08-10 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 1,734 shares
Change vs previous 13F -61 shares
0.06% of the 13F portfolio, value $398,511.
13F-HR 0001172661-26-001798 filed by CALTON & ASSOCIATES, INC.
Filed 2026-05-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 1,795 shares
Change vs previous 13F +164 shares
0.06% of the 13F portfolio, value $394,320.
13F-HR 0001172661-26-000574 filed by CALTON & ASSOCIATES, INC.
Filed 2026-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 1,631 shares
Change vs previous 13F -49 shares
0.05% of the 13F portfolio, value $360,251.
13F-HR 0001172661-25-004622 filed by CALTON & ASSOCIATES, INC.
Filed 2025-11-07 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 1,680 shares
Change vs previous 13F not available
0.07% of the 13F portfolio, value $384,381.
13F-HR 0001172661-25-003047 filed by CALTON & ASSOCIATES, INC.
Filed 2025-08-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
Acceptance time not in the bulk data set (spec §4.2).