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Ashton Thomas Private Wealth, LLC: OC position timeline

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

Ashton Thomas Private Wealth, LLC held 20,479 OC 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 20,479 shares
    Change vs previous 13F -4,505 shares

    0.07% of the 13F portfolio, value $3,255,374.

    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 24,984 shares
    Change vs previous 13F -1,716 shares

    0.06% of the 13F portfolio, value $2,703,780.

    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 26,700 shares
    Change vs previous 13F -22,143 shares

    0.07% of the 13F portfolio, value $2,987,997.

    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 48,843 shares
    Change vs previous 13F +34,106 shares

    0.18% of the 13F portfolio, value $6,909,398.

    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 14,737 shares
    Change vs previous 13F -815 shares

    0.07% of the 13F portfolio, value $2,026,662.

    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 15,552 shares
    Change vs previous 13F +1,318 shares

    0.09% of the 13F portfolio, value $2,231,953.

    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 14,234 shares
    Change vs previous 13F +1,679 shares

    0.09% of the 13F portfolio, value $2,424,352.

    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 12,555 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $2,216,265.

    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).