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Calton & Associates, Inc.ETFConcentrated trader

CIK: 0000822648 | Tampa, FL

Q1 2026 vs Q2 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q2 2026
13F-HR419$682.8M2026-08-10SEC ↗
Q1 2026
13F-HR438$695.9M2026-05-13SEC ↗
Q4 2025
13F-HR446$680.9M2026-02-10SEC ↗
Q3 2025
13F-HR425$666.2M2025-11-07SEC ↗
Q2 2025
13F-HR385$578.4M2025-08-12SEC ↗
Q1 2025Amended
13F-HR/A340$438.7M2025-05-05SEC ↗
Q4 2024
13F-HR193$226.3M2025-01-23SEC ↗
Q3 2024Amended
13F-HR/A242$257.0M2024-10-18SEC ↗
Q2 2024
13F-HR188$199.8M2024-07-19SEC ↗
Q1 2024
13F-HR189$205.2M2024-04-16SEC ↗
Q4 2023
13F-HR244$248.5M2024-02-07SEC ↗
Q3 2023
13F-HR101$68.4M2023-11-01SEC ↗
Q2 2023
13F-HR212$214.4M2023-07-24SEC ↗
Q1 2023
13F-HR233$215.5M2023-04-19SEC ↗
Q4 2022
13F-HR283$258.4M2023-01-18SEC ↗
Q3 2022
13F-HR213$6.2M2022-10-31SEC ↗
Q2 2022
13F-HR237$6.2M2022-07-12SEC ↗
Q1 2022Amended
13F-HR/A347$11.9M2022-04-12SEC ↗
Q4 2021
13F-HR365$12.7M2022-01-13SEC ↗
Q3 2021
13F-HR396$14.9M2021-11-05SEC ↗
Q2 2021
13F-HR406$16.3M2021-08-11SEC ↗
Q1 2021
13F-HR397$14.4M2021-05-03SEC ↗
Q4 2020
13F-HR382$14.0M2021-01-25SEC ↗
Q3 2020
13F-HR348$12.1M2020-10-30SEC ↗
Q2 2020
13F-HR332$10.3M2020-08-10SEC ↗
Q1 2020
13F-HR305$7.7M2020-04-30SEC ↗
Q4 2019
13F-HR357$12.5M2020-02-03SEC ↗
Q3 2019
13F-HR344$8.9M2019-11-07SEC ↗
Q2 2019
13F-HR282$7.1M2019-07-09SEC ↗
Q1 2019
13F-HR262$6.8M2019-04-25SEC ↗
Q4 2018
13F-HR225$4.6M2019-02-11SEC ↗
Q3 2018
13F-HR286$8.4M2018-10-24SEC ↗
Q2 2018
13F-HR290$2.3M2018-08-10SEC ↗
Q1 2018
13F-HR344$8.0M2018-04-17SEC ↗
Q4 2017
13F-HR1651$424.3K2018-02-05SEC ↗