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Ashton Thomas Private Wealth, LLC: IBTH position timeline

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

Ashton Thomas Private Wealth, LLC held 149,193 IBTH 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 149,193 shares
    Change vs previous 13F +2,002 shares

    0.07% of the 13F portfolio, value $3,337,447.

    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 147,191 shares
    Change vs previous 13F +2,687 shares

    0.08% of the 13F portfolio, value $3,301,494.

    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 144,504 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $3,247,005.

    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).