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Ashton Thomas Private Wealth, LLC: CGMU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Ashton Thomas Private Wealth, LLC on CGMU, newest first. How the timeline and the estimate are built.

Ashton Thomas Private Wealth, LLC held 247,481 CGMU shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 247,481 shares
    Change vs previous 13F +15,898 shares

    0.14% of the 13F portfolio, value $6,798,303.

    13F-HR 0001398344-26-012966 filed by Ashton Thomas Private Wealth, LLC
    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 231,583 shares
    Change vs previous 13F +17,244 shares

    0.15% of the 13F portfolio, value $6,287,478.

    13F-HR 0001398344-26-008859 filed by Ashton Thomas Private Wealth, LLC
    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 214,339 shares
    Change vs previous 13F +34,854 shares

    0.14% of the 13F portfolio, value $5,868,602.

    13F-HR 0001398344-26-001588 filed by Ashton Thomas Private Wealth, LLC
    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 179,485 shares
    Change vs previous 13F +27,813 shares

    0.13% of the 13F portfolio, value $4,898,146.

    13F-HR 0001398344-25-020324 filed by Ashton Thomas Private Wealth, LLC
    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 151,672 shares
    Change vs previous 13F +35,906 shares

    0.14% of the 13F portfolio, value $4,048,126.

    13F-HR 0001398344-25-014273 filed by Ashton Thomas Private Wealth, LLC
    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 115,766 shares
    Change vs previous 13F +22,028 shares

    0.12% of the 13F portfolio, value $3,104,844.

    13F-HR 0001398344-25-009704 filed by Ashton Thomas Private Wealth, LLC
    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 93,738 shares
    Change vs previous 13F +34,315 shares

    0.1% of the 13F portfolio, value $2,523,427.

    13F-HR 0001398344-25-002131 filed by Ashton Thomas Private Wealth, LLC
    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 59,423 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,631,756.

    13F-HR 0001398344-24-019977 filed by Ashton Thomas Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).