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Ashton Thomas Private Wealth, LLC: IWR position timeline

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

Ashton Thomas Private Wealth, LLC held 166,906 IWR 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 166,906 shares
    Change vs previous 13F +8,780 shares

    0.38% of the 13F portfolio, value $18,413,026.

    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 158,126 shares
    Change vs previous 13F -1,234 shares

    0.36% of the 13F portfolio, value $15,374,593.

    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 159,360 shares
    Change vs previous 13F +824 shares

    0.37% of the 13F portfolio, value $15,341,543.

    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 158,536 shares
    Change vs previous 13F +59,726 shares

    0.4% of the 13F portfolio, value $15,306,688.

    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 98,810 shares
    Change vs previous 13F -46,538 shares

    0.32% of the 13F portfolio, value $9,087,591.

    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 145,348 shares
    Change vs previous 13F +11,563 shares

    0.47% of the 13F portfolio, value $12,364,713.

    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 133,785 shares
    Change vs previous 13F +4,991 shares

    0.46% of the 13F portfolio, value $11,826,581.

    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 128,794 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $11,351,940.

    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).