Skip to content
Disclosery

Ashton Thomas Private Wealth, LLC: IVLU position timeline

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

Ashton Thomas Private Wealth, LLC held 317,809 IVLU 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 317,809 shares
    Change vs previous 13F +7,539 shares

    0.28% of the 13F portfolio, value $13,290,772.

    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 310,270 shares
    Change vs previous 13F +2,097 shares

    0.29% of the 13F portfolio, value $12,311,514.

    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 308,173 shares
    Change vs previous 13F +19,011 shares

    0.29% of the 13F portfolio, value $11,725,983.

    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 289,162 shares
    Change vs previous 13F -828 shares

    0.27% of the 13F portfolio, value $10,259,468.

    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 289,990 shares
    Change vs previous 13F -3,278 shares

    0.34% of the 13F portfolio, value $9,537,771.

    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 293,268 shares
    Change vs previous 13F +770 shares

    0.34% of the 13F portfolio, value $8,888,953.

    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 292,498 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $7,929,623.

    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).