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Ashton Thomas Private Wealth, LLC: EFV position timeline

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

Ashton Thomas Private Wealth, LLC held 215,428 EFV 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 215,428 shares
    Change vs previous 13F -56,366 shares

    0.34% of the 13F portfolio, value $16,490,980.

    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 271,794 shares
    Change vs previous 13F -4,847 shares

    0.48% of the 13F portfolio, value $20,207,874.

    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 276,641 shares
    Change vs previous 13F +31,181 shares

    0.48% of the 13F portfolio, value $19,754,935.

    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 245,460 shares
    Change vs previous 13F +144,807 shares

    0.43% of the 13F portfolio, value $16,649,546.

    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 100,653 shares
    Change vs previous 13F +36,692 shares

    0.23% of the 13F portfolio, value $6,389,458.

    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 63,961 shares
    Change vs previous 13F -12,188 shares

    0.14% of the 13F portfolio, value $3,769,865.

    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 76,149 shares
    Change vs previous 13F +66,520 shares

    0.16% of the 13F portfolio, value $3,995,541.

    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 9,629 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $553,956.

    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).