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Ashton Thomas Private Wealth, LLC: LMBS position timeline

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

Ashton Thomas Private Wealth, LLC held 221,517 LMBS 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 221,517 shares
    Change vs previous 13F +42,727 shares

    0.23% of the 13F portfolio, value $11,027,105.

    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 178,790 shares
    Change vs previous 13F +12,411 shares

    0.21% of the 13F portfolio, value $8,905,511.

    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 166,379 shares
    Change vs previous 13F +15,278 shares

    0.2% of the 13F portfolio, value $8,317,276.

    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 151,101 shares
    Change vs previous 13F +22,969 shares

    0.2% of the 13F portfolio, value $7,523,302.

    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 128,132 shares
    Change vs previous 13F +7,333 shares

    0.22% of the 13F portfolio, value $6,311,766.

    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 120,799 shares
    Change vs previous 13F +14,270 shares

    0.23% of the 13F portfolio, value $5,938,488.

    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 106,529 shares
    Change vs previous 13F +29,111 shares

    0.2% of the 13F portfolio, value $5,184,782.

    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 77,418 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $3,825,234.

    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).