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Ashton Thomas Private Wealth, LLC: IAGG position timeline

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

Ashton Thomas Private Wealth, LLC held 33,405 IAGG 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 33,405 shares
    Change vs previous 13F -27,361 shares

    0.04% of the 13F portfolio, value $1,690,281.

    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 60,766 shares
    Change vs previous 13F +9,111 shares

    0.07% of the 13F portfolio, value $3,040,742.

    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 51,655 shares
    Change vs previous 13F +8,834 shares

    0.06% of the 13F portfolio, value $2,583,258.

    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 42,821 shares
    Change vs previous 13F +15,358 shares

    0.06% of the 13F portfolio, value $2,193,720.

    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 27,463 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,403,085.

    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).