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Ashton Thomas Private Wealth, LLC: IVW position timeline

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

Ashton Thomas Private Wealth, LLC held 192,433 IVW 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 192,433 shares
    Change vs previous 13F -6,090 shares

    0.55% of the 13F portfolio, value $26,465,265.

    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 198,523 shares
    Change vs previous 13F +2,545 shares

    0.53% of the 13F portfolio, value $22,454,944.

    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 195,978 shares
    Change vs previous 13F +12,407 shares

    0.59% of the 13F portfolio, value $24,156,190.

    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 183,571 shares
    Change vs previous 13F +74,582 shares

    0.57% of the 13F portfolio, value $22,160,641.

    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 108,989 shares
    Change vs previous 13F -30,658 shares

    0.42% of the 13F portfolio, value $11,999,726.

    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 139,647 shares
    Change vs previous 13F -29,123 shares

    0.5% of the 13F portfolio, value $12,963,391.

    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 168,770 shares
    Change vs previous 13F +52,851 shares

    0.67% of the 13F portfolio, value $17,135,227.

    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 115,919 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $11,099,226.

    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).