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Ashton Thomas Private Wealth, LLC: DOX position timeline

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

Ashton Thomas Private Wealth, LLC held 36,712 DOX 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 36,712 shares
    Change vs previous 13F -16,524 shares

    0.04% of the 13F portfolio, value $1,855,449.

    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 53,236 shares
    Change vs previous 13F +15,966 shares

    0.08% of the 13F portfolio, value $3,474,156.

    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 37,270 shares
    Change vs previous 13F -38,814 shares

    0.07% of the 13F portfolio, value $3,020,240.

    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 76,084 shares
    Change vs previous 13F +52,810 shares

    0.16% of the 13F portfolio, value $6,282,799.

    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 23,274 shares
    Change vs previous 13F -1,304 shares

    0.08% of the 13F portfolio, value $2,135,771.

    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 24,578 shares
    Change vs previous 13F +3,649 shares

    0.09% of the 13F portfolio, value $2,261,880.

    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 20,929 shares
    Change vs previous 13F +1,597 shares

    0.07% of the 13F portfolio, value $1,791,937.

    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 19,332 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,691,178.

    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).