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Ashton Thomas Private Wealth, LLC: MORT position timeline

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

Ashton Thomas Private Wealth, LLC held 259,645 MORT 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 259,645 shares
    Change vs previous 13F +1,769 shares

    0.06% of the 13F portfolio, value $2,689,922.

    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 257,876 shares
    Change vs previous 13F +12,405 shares

    0.06% of the 13F portfolio, value $2,645,808.

    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 245,471 shares
    Change vs previous 13F -4,437 shares

    0.06% of the 13F portfolio, value $2,579,900.

    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 249,908 shares
    Change vs previous 13F +189 shares

    0.07% of the 13F portfolio, value $2,691,509.

    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 249,719 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $2,637,033.

    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).