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Ashton Thomas Private Wealth, LLC: IDV position timeline

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

Ashton Thomas Private Wealth, LLC held 89,593 IDV 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 89,593 shares
    Change vs previous 13F +10,999 shares

    0.08% of the 13F portfolio, value $3,711,838.

    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 78,594 shares
    Change vs previous 13F +14,209 shares

    0.08% of the 13F portfolio, value $3,344,961.

    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 64,385 shares
    Change vs previous 13F +19,229 shares

    0.06% of the 13F portfolio, value $2,539,988.

    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 45,156 shares
    Change vs previous 13F +16,744 shares

    0.04% of the 13F portfolio, value $1,650,463.

    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 28,412 shares
    Change vs previous 13F -1,207 shares

    0.03% of the 13F portfolio, value $980,508.

    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 29,619 shares
    Change vs previous 13F +20,289 shares

    0.04% of the 13F portfolio, value $918,790.

    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 9,330 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $255,463.

    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).