Skip to content
Disclosery

Ashton Thomas Private Wealth, LLC: IWF position timeline

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

Ashton Thomas Private Wealth, LLC held 270,163 IWF 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 270,163 shares
    Change vs previous 13F +200,769 shares

    0.7% of the 13F portfolio, value $33,546,188.

    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 69,394 shares
    Change vs previous 13F -2,237 shares

    0.7% of the 13F portfolio, value $29,589,432.

    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 71,631 shares
    Change vs previous 13F +35 shares

    0.83% of the 13F portfolio, value $33,903,160.

    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 71,596 shares
    Change vs previous 13F +5,230 shares

    0.87% of the 13F portfolio, value $33,536,458.

    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 66,366 shares
    Change vs previous 13F +1,097 shares

    0.99% of the 13F portfolio, value $28,177,867.

    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 65,269 shares
    Change vs previous 13F +7,296 shares

    0.9% of the 13F portfolio, value $23,567,954.

    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 57,973 shares
    Change vs previous 13F +772 shares

    0.91% of the 13F portfolio, value $23,280,642.

    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 57,201 shares
    Change vs previous 13F not available

    1.15% of the 13F portfolio, value $21,472,185.

    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).