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Ashton Thomas Private Wealth, LLC: IYW position timeline

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

Ashton Thomas Private Wealth, LLC held 37,237 IYW 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 37,237 shares
    Change vs previous 13F -518 shares

    0.2% of the 13F portfolio, value $9,392,288.

    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 37,755 shares
    Change vs previous 13F -1,829 shares

    0.16% of the 13F portfolio, value $6,849,469.

    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 39,584 shares
    Change vs previous 13F -2,214 shares

    0.19% of the 13F portfolio, value $7,904,042.

    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 41,798 shares
    Change vs previous 13F -2,458 shares

    0.21% of the 13F portfolio, value $8,186,632.

    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 44,256 shares
    Change vs previous 13F -278,607 shares

    0.27% of the 13F portfolio, value $7,668,220.

    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 322,863 shares
    Change vs previous 13F +276,601 shares

    1.74% of the 13F portfolio, value $45,342,830.

    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 46,262 shares
    Change vs previous 13F +42,620 shares

    0.29% of the 13F portfolio, value $7,379,746.

    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 3,642 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $552,169.

    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).