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Ashton Thomas Private Wealth, LLC: UPS position timeline

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

Ashton Thomas Private Wealth, LLC held 35,625 UPS 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 35,625 shares
    Change vs previous 13F +157 shares

    0.08% of the 13F portfolio, value $3,829,704.

    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 35,468 shares
    Change vs previous 13F -101,021 shares

    0.08% of the 13F portfolio, value $3,489,316.

    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 136,489 shares
    Change vs previous 13F -5,779 shares

    0.33% of the 13F portfolio, value $13,538,314.

    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 142,268 shares
    Change vs previous 13F +123,648 shares

    0.31% of the 13F portfolio, value $11,883,661.

    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 18,620 shares
    Change vs previous 13F -3,336 shares

    0.07% of the 13F portfolio, value $1,879,530.

    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 21,956 shares
    Change vs previous 13F +464 shares

    0.09% of the 13F portfolio, value $2,414,936.

    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 21,492 shares
    Change vs previous 13F -3,407 shares

    0.11% of the 13F portfolio, value $2,710,121.

    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 24,899 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $3,394,710.

    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).