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Disclosery

Ashton Thomas Private Wealth, LLC: HALO position timeline

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

Ashton Thomas Private Wealth, LLC held 16,184 HALO 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 16,184 shares
    Change vs previous 13F +950 shares

    0.03% of the 13F portfolio, value $1,266,722.

    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 15,234 shares
    Change vs previous 13F +5,648 shares

    0.02% of the 13F portfolio, value $984,573.

    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 9,586 shares
    Change vs previous 13F +343 shares

    0.02% of the 13F portfolio, value $645,138.

    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 9,243 shares
    Change vs previous 13F +2,379 shares

    0.02% of the 13F portfolio, value $677,882.

    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 6,864 shares
    Change vs previous 13F +2,694 shares

    0.01% of the 13F portfolio, value $357,065.

    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 4,170 shares
    Change vs previous 13F +4,170 shares

    0.01% of the 13F portfolio, value $266,088.

    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 0 shares
    Change vs previous 13F -3,791 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  8. period ended2024-09-30
    13F 3,791 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $216,997.

    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).