Skip to content
Disclosery

Ashton Thomas Private Wealth, LLC: USMV position timeline

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

Ashton Thomas Private Wealth, LLC held 37,338 USMV 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 37,338 shares
    Change vs previous 13F +529 shares

    0.08% of the 13F portfolio, value $3,601,591.

    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 36,809 shares
    Change vs previous 13F -3,837 shares

    0.08% of the 13F portfolio, value $3,413,633.

    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 40,646 shares
    Change vs previous 13F -1,437 shares

    0.09% of the 13F portfolio, value $3,827,218.

    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 42,083 shares
    Change vs previous 13F +1,711 shares

    0.1% of the 13F portfolio, value $4,003,737.

    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 40,372 shares
    Change vs previous 13F -900 shares

    0.13% of the 13F portfolio, value $3,789,752.

    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 41,272 shares
    Change vs previous 13F +186 shares

    0.15% of the 13F portfolio, value $3,865,562.

    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 41,086 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $3,648,045.

    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).