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Ashton Thomas Private Wealth, LLC: FIXD position timeline

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

Ashton Thomas Private Wealth, LLC held 113,881 FIXD 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 113,881 shares
    Change vs previous 13F +11,894 shares

    0.1% of the 13F portfolio, value $4,966,364.

    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 101,987 shares
    Change vs previous 13F +10,499 shares

    0.11% of the 13F portfolio, value $4,445,617.

    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 91,488 shares
    Change vs previous 13F +5,790 shares

    0.1% of the 13F portfolio, value $4,054,728.

    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 85,698 shares
    Change vs previous 13F -5,125 shares

    0.1% of the 13F portfolio, value $3,806,706.

    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 90,823 shares
    Change vs previous 13F -2,523 shares

    0.14% of the 13F portfolio, value $3,986,202.

    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 93,346 shares
    Change vs previous 13F +5,534 shares

    0.16% of the 13F portfolio, value $4,092,280.

    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 87,812 shares
    Change vs previous 13F +15,731 shares

    0.15% of the 13F portfolio, value $3,773,290.

    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 72,081 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $3,260,934.

    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).