Skip to content
Disclosery

Ashton Thomas Private Wealth, LLC: SHEL position timeline

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

Ashton Thomas Private Wealth, LLC held 12,926 SHEL 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 12,926 shares
    Change vs previous 13F -27,808 shares

    0.02% of the 13F portfolio, value $1,002,282.

    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 40,734 shares
    Change vs previous 13F -24,469 shares

    0.09% of the 13F portfolio, value $3,788,262.

    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 65,203 shares
    Change vs previous 13F +25,697 shares

    0.12% of the 13F portfolio, value $4,791,116.

    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 39,506 shares
    Change vs previous 13F +1,384 shares

    0.07% of the 13F portfolio, value $2,825,864.

    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 38,122 shares
    Change vs previous 13F +1,166 shares

    0.09% of the 13F portfolio, value $2,684,170.

    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 36,956 shares
    Change vs previous 13F +7,875 shares

    0.1% of the 13F portfolio, value $2,708,136.

    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 29,081 shares
    Change vs previous 13F +29,081 shares

    0.07% of the 13F portfolio, value $1,821,925.

    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 0 shares
    Change vs previous 13F not available

    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).

    Exited: the 13F for this period no longer lists the position.