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Ashton Thomas Private Wealth, LLC: PDBC position timeline

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

Ashton Thomas Private Wealth, LLC held 159,817 PDBC 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 159,817 shares
    Change vs previous 13F -87,126 shares

    0.05% of the 13F portfolio, value $2,537,892.

    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 246,943 shares
    Change vs previous 13F +139,126 shares

    0.1% of the 13F portfolio, value $4,277,057.

    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 107,817 shares
    Change vs previous 13F -6,804 shares

    0.03% of the 13F portfolio, value $1,428,578.

    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 114,621 shares
    Change vs previous 13F -33,761 shares

    0.04% of the 13F portfolio, value $1,539,361.

    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 148,382 shares
    Change vs previous 13F +907 shares

    0.07% of the 13F portfolio, value $1,934,902.

    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 147,475 shares
    Change vs previous 13F +2,086 shares

    0.08% of the 13F portfolio, value $2,010,085.

    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 145,389 shares
    Change vs previous 13F +1,828 shares

    0.07% of the 13F portfolio, value $1,888,604.

    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 143,561 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,928,025.

    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).