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Ashton Thomas Private Wealth, LLC: RDVI position timeline

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

Ashton Thomas Private Wealth, LLC held 42,786 RDVI 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 42,786 shares
    Change vs previous 13F -1,681 shares

    0.03% of the 13F portfolio, value $1,257,916.

    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 44,467 shares
    Change vs previous 13F -4,243 shares

    0.03% of the 13F portfolio, value $1,136,132.

    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 48,710 shares
    Change vs previous 13F -6,078 shares

    0.03% of the 13F portfolio, value $1,278,150.

    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 54,788 shares
    Change vs previous 13F +5,760 shares

    0.04% of the 13F portfolio, value $1,416,270.

    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 49,028 shares
    Change vs previous 13F +174 shares

    0.04% of the 13F portfolio, value $1,211,482.

    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 48,854 shares
    Change vs previous 13F +3,605 shares

    0.04% of the 13F portfolio, value $1,158,817.

    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 45,249 shares
    Change vs previous 13F +8,146 shares

    0.04% of the 13F portfolio, value $1,096,836.

    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 37,103 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $914,218.

    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).