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Ashton Thomas Private Wealth, LLC: XLB position timeline

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

Ashton Thomas Private Wealth, LLC held 26,414 XLB 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 26,414 shares
    Change vs previous 13F -119,527 shares

    0.03% of the 13F portfolio, value $1,342,621.

    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 145,941 shares
    Change vs previous 13F +80,553 shares

    0.17% of the 13F portfolio, value $7,292,610.

    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 65,388 shares
    Change vs previous 13F +2,031 shares

    0.07% of the 13F portfolio, value $2,965,337.

    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 63,357 shares
    Change vs previous 13F +49,158 shares

    0.15% of the 13F portfolio, value $5,678,093.

    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 14,199 shares
    Change vs previous 13F +4,621 shares

    0.04% of the 13F portfolio, value $1,246,829.

    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 9,578 shares
    Change vs previous 13F -7,576 shares

    0.03% of the 13F portfolio, value $823,476.

    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 17,154 shares
    Change vs previous 13F +5,126 shares

    0.06% of the 13F portfolio, value $1,443,336.

    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 12,028 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,159,212.

    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).