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Ashton Thomas Private Wealth, LLC: ITOT position timeline

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

Ashton Thomas Private Wealth, LLC held 81,389 ITOT 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 81,389 shares
    Change vs previous 13F -5,569 shares

    0.28% of the 13F portfolio, value $13,369,780.

    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 86,958 shares
    Change vs previous 13F -1,581 shares

    0.29% of the 13F portfolio, value $12,385,405.

    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 88,539 shares
    Change vs previous 13F +5,063 shares

    0.32% of the 13F portfolio, value $13,164,792.

    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 83,476 shares
    Change vs previous 13F -5,614 shares

    0.32% of the 13F portfolio, value $12,158,311.

    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 89,090 shares
    Change vs previous 13F -470 shares

    0.42% of the 13F portfolio, value $12,030,720.

    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 89,560 shares
    Change vs previous 13F +53,703 shares

    0.42% of the 13F portfolio, value $10,927,175.

    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 35,857 shares
    Change vs previous 13F +1,370 shares

    0.18% of the 13F portfolio, value $4,611,928.

    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 34,487 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $4,332,257.

    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).