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Ashton Thomas Private Wealth, LLC: SSFI position timeline

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

Ashton Thomas Private Wealth, LLC held 840,069 SSFI 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 840,069 shares
    Change vs previous 13F +213,088 shares

    0.37% of the 13F portfolio, value $17,908,936.

    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 626,981 shares
    Change vs previous 13F +29,187 shares

    0.32% of the 13F portfolio, value $13,374,832.

    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 597,794 shares
    Change vs previous 13F -15,152 shares

    0.31% of the 13F portfolio, value $12,819,880.

    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 612,946 shares
    Change vs previous 13F +560,263 shares

    0.34% of the 13F portfolio, value $13,212,043.

    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 52,683 shares
    Change vs previous 13F +17,375 shares

    0.04% of the 13F portfolio, value $1,126,100.

    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 35,308 shares
    Change vs previous 13F +1,965 shares

    0.03% of the 13F portfolio, value $751,708.

    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 33,343 shares
    Change vs previous 13F -8,936 shares

    0.03% of the 13F portfolio, value $694,540.

    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 42,279 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $925,242.

    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).