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Disclosery

Ashton Thomas Private Wealth, LLC: SDY position timeline

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

Ashton Thomas Private Wealth, LLC held 5,480 SDY 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 5,480 shares
    Change vs previous 13F -90 shares

    0.02% of the 13F portfolio, value $833,946.

    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 5,570 shares
    Change vs previous 13F -76 shares

    0.02% of the 13F portfolio, value $812,886.

    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 5,646 shares
    Change vs previous 13F +214 shares

    0.02% of the 13F portfolio, value $785,697.

    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 5,432 shares
    Change vs previous 13F -3,924 shares

    0.02% of the 13F portfolio, value $760,796.

    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 9,356 shares
    Change vs previous 13F -674 shares

    0.04% of the 13F portfolio, value $1,269,856.

    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 10,030 shares
    Change vs previous 13F +7,804 shares

    0.05% of the 13F portfolio, value $1,360,883.

    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 2,226 shares
    Change vs previous 13F +564 shares

    0.01% of the 13F portfolio, value $294,062.

    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 1,662 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $236,099.

    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).