Skip to content
Disclosery

Ashton Thomas Private Wealth, LLC: HEFA position timeline

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

Ashton Thomas Private Wealth, LLC held 93,496 HEFA 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 93,496 shares
    Change vs previous 13F +14,862 shares

    0.09% of the 13F portfolio, value $4,387,305.

    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 78,634 shares
    Change vs previous 13F +4,030 shares

    0.08% of the 13F portfolio, value $3,341,556.

    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 74,604 shares
    Change vs previous 13F +4,833 shares

    0.08% of the 13F portfolio, value $3,085,612.

    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 69,771 shares
    Change vs previous 13F +5,584 shares

    0.07% of the 13F portfolio, value $2,763,636.

    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 64,187 shares
    Change vs previous 13F -15,131 shares

    0.09% of the 13F portfolio, value $2,436,552.

    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 79,318 shares
    Change vs previous 13F +41,674 shares

    0.11% of the 13F portfolio, value $2,878,463.

    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 37,644 shares
    Change vs previous 13F +1,880 shares

    0.05% of the 13F portfolio, value $1,308,142.

    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 35,764 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,266,761.

    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).