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Ashton Thomas Private Wealth, LLC: SDVY position timeline

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

Ashton Thomas Private Wealth, LLC held 158,489 SDVY 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 158,489 shares
    Change vs previous 13F +4,763 shares

    0.14% of the 13F portfolio, value $6,837,216.

    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 153,726 shares
    Change vs previous 13F +9,285 shares

    0.14% of the 13F portfolio, value $6,061,425.

    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 144,441 shares
    Change vs previous 13F +2,431 shares

    0.14% of the 13F portfolio, value $5,534,968.

    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 142,010 shares
    Change vs previous 13F +57,189 shares

    0.14% of the 13F portfolio, value $5,399,147.

    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 84,821 shares
    Change vs previous 13F -9,144 shares

    0.11% of the 13F portfolio, value $2,992,471.

    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 93,965 shares
    Change vs previous 13F +35,777 shares

    0.12% of the 13F portfolio, value $3,147,834.

    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 58,188 shares
    Change vs previous 13F +12,108 shares

    0.08% of the 13F portfolio, value $2,086,040.

    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 46,080 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,676,390.

    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).