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Ashton Thomas Private Wealth, LLC: IWS position timeline

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

Ashton Thomas Private Wealth, LLC held 32,174 IWS 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 32,174 shares
    Change vs previous 13F -2,298 shares

    0.11% of the 13F portfolio, value $5,295,872.

    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 34,472 shares
    Change vs previous 13F -384 shares

    0.12% of the 13F portfolio, value $5,023,936.

    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 34,856 shares
    Change vs previous 13F -3,071 shares

    0.12% of the 13F portfolio, value $4,916,385.

    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 37,927 shares
    Change vs previous 13F +26,170 shares

    0.14% of the 13F portfolio, value $5,297,291.

    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 11,757 shares
    Change vs previous 13F -4,956 shares

    0.05% of the 13F portfolio, value $1,553,618.

    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 16,713 shares
    Change vs previous 13F -148 shares

    0.08% of the 13F portfolio, value $2,105,337.

    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 16,861 shares
    Change vs previous 13F -215 shares

    0.08% of the 13F portfolio, value $2,180,802.

    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 17,076 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $2,258,301.

    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).