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Ashton Thomas Private Wealth, LLC: IWX position timeline

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

Ashton Thomas Private Wealth, LLC held 13,778 IWX 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 13,778 shares
    Change vs previous 13F -3,771 shares

    0.03% of the 13F portfolio, value $1,448,918.

    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 17,549 shares
    Change vs previous 13F -1,698 shares

    0.04% of the 13F portfolio, value $1,626,280.

    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 19,247 shares
    Change vs previous 13F -11,425 shares

    0.04% of the 13F portfolio, value $1,768,029.

    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 30,672 shares
    Change vs previous 13F +4,932 shares

    0.07% of the 13F portfolio, value $2,695,430.

    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 25,740 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,167,085.

    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).