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Disclosery

Ashton Thomas Private Wealth, LLC: IUSB position timeline

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

Ashton Thomas Private Wealth, LLC held 209,211 IUSB 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 209,211 shares
    Change vs previous 13F +28,946 shares

    0.2% of the 13F portfolio, value $9,655,081.

    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 180,265 shares
    Change vs previous 13F +6,837 shares

    0.2% of the 13F portfolio, value $8,326,430.

    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 173,428 shares
    Change vs previous 13F +16,402 shares

    0.2% of the 13F portfolio, value $8,071,355.

    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 157,026 shares
    Change vs previous 13F +27,276 shares

    0.19% of the 13F portfolio, value $7,334,700.

    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 129,750 shares
    Change vs previous 13F -17,781 shares

    0.21% of the 13F portfolio, value $5,998,345.

    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 147,531 shares
    Change vs previous 13F +14,577 shares

    0.26% of the 13F portfolio, value $6,798,219.

    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 132,954 shares
    Change vs previous 13F +100,527 shares

    0.23% of the 13F portfolio, value $6,009,514.

    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 32,427 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,527,960.

    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).