CALTON & ASSOCIATES, INC.

Position in IBM — International Business Machines Corp

CIK 822648 Tampa, FL

Position in IBM

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$317,767

+$71,257 QoQ

Shares Held

1,130

+11.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#2,934

of 3,616 holders

Holding Since

Mar 2020

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

CALTON & ASSOCIATES, INC. holds $686,219 across 2 Information Technology Services names. IBM ranks #2 (46.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	INOD	Innodata Inc	4,875	$368,452
2	IBM	International Business Machines Corp This page	1,130	$317,767

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$317,767	1,130	+11.1%	Shares	Sole	2026-08-10
2026-03-31	$246,510	1,017	-17.2%	Shares	Sole	2026-05-13
2025-12-31	$364,042	1,229	+1.3%	Shares	Sole	2026-02-10
2025-09-30	$342,260	1,213	+12.1%	Shares	Sole	2025-11-07
2025-06-30	$318,951	1,082	+11.0%	Shares	Sole	2025-08-12
2025-03-31	$242,443	975	-8.9%	Shares	Sole	2025-05-15
2024-09-30	$236,555	1,070	-47.5%	Shares	Sole	2024-10-21
2023-09-30	$286,212	2,040	-16.3%	Shares	Sole	2023-11-01
2021-12-31	$325,863	2,438	-48.1%	Shares	Sole	2022-01-13
2021-09-30	$652,137	4,694	-22.3%	Shares	Sole	2021-11-05
2021-06-30	$885,110	6,038	+1.0%	Shares	Sole	2021-08-11
2021-03-31	$797,027	5,981	-0.9%	Shares	Sole	2021-05-03
2020-12-31	$760,063	6,038	-7.5%	Shares	Sole	2021-01-25
2020-09-30	$794,383	6,529	+6.5%	Shares	Sole	2020-10-30
2020-06-30	$740,199	6,129	-2.2%	Shares	Sole	2020-08-10
2020-03-31	$695,420	6,269	—	Shares	Sole	2020-04-30
No filing history on record for this holder in this stock.