Skip to content
Disclosery

Ashton Thomas Private Wealth, LLC: HEI position timeline

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

Ashton Thomas Private Wealth, LLC held 8,133 HEI 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 8,133 shares
    Change vs previous 13F -54 shares

    0.06% of the 13F portfolio, value $2,896,893.

    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 8,187 shares
    Change vs previous 13F -275 shares

    0.05% of the 13F portfolio, value $2,244,875.

    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 8,462 shares
    Change vs previous 13F +275 shares

    0.07% of the 13F portfolio, value $2,738,219.

    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 8,187 shares
    Change vs previous 13F +201 shares

    0.07% of the 13F portfolio, value $2,642,927.

    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 7,986 shares
    Change vs previous 13F -77 shares

    0.09% of the 13F portfolio, value $2,619,408.

    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 8,063 shares
    Change vs previous 13F -77 shares

    0.08% of the 13F portfolio, value $2,154,353.

    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 8,140 shares
    Change vs previous 13F -345 shares

    0.08% of the 13F portfolio, value $1,935,204.

    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 8,485 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $2,218,658.

    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).