Skip to content
Disclosery

Ashton Thomas Private Wealth, LLC: IVV position timeline

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

Ashton Thomas Private Wealth, LLC held 111,606 IVV 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 111,606 shares
    Change vs previous 13F +12,598 shares

    1.74% of the 13F portfolio, value $83,580,609.

    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 99,008 shares
    Change vs previous 13F -30,341 shares

    1.53% of the 13F portfolio, value $64,673,280.

    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 129,349 shares
    Change vs previous 13F +7,265 shares

    2.16% of the 13F portfolio, value $88,595,997.

    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 122,084 shares
    Change vs previous 13F +52,859 shares

    2.12% of the 13F portfolio, value $81,710,817.

    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 69,225 shares
    Change vs previous 13F -22,937 shares

    1.52% of the 13F portfolio, value $42,981,817.

    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 92,162 shares
    Change vs previous 13F -3,158 shares

    1.98% of the 13F portfolio, value $51,785,930.

    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 95,320 shares
    Change vs previous 13F +55,402 shares

    2.18% of the 13F portfolio, value $56,112,992.

    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 39,918 shares
    Change vs previous 13F not available

    1.23% of the 13F portfolio, value $23,025,774.

    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).