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Ashton Thomas Private Wealth, LLC: SHYG position timeline

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

Ashton Thomas Private Wealth, LLC held 32,452 SHYG 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 32,452 shares
    Change vs previous 13F -3,483 shares

    0.03% of the 13F portfolio, value $1,376,272.

    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 35,935 shares
    Change vs previous 13F +1,744 shares

    0.04% of the 13F portfolio, value $1,520,392.

    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 34,191 shares
    Change vs previous 13F +1,838 shares

    0.04% of the 13F portfolio, value $1,465,776.

    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 32,353 shares
    Change vs previous 13F +1,100 shares

    0.04% of the 13F portfolio, value $1,400,879.

    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 31,253 shares
    Change vs previous 13F -56,032 shares

    0.05% of the 13F portfolio, value $1,348,255.

    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 87,285 shares
    Change vs previous 13F +19,387 shares

    0.14% of the 13F portfolio, value $3,711,358.

    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 67,898 shares
    Change vs previous 13F +43,112 shares

    0.11% of the 13F portfolio, value $2,893,134.

    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 24,786 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,076,208.

    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).