Skip to content
Disclosery

Ashton Thomas Private Wealth, LLC: XLC position timeline

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

Ashton Thomas Private Wealth, LLC held 185,280 XLC 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 185,280 shares
    Change vs previous 13F +96,429 shares

    0.41% of the 13F portfolio, value $19,849,048.

    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 88,851 shares
    Change vs previous 13F -124,175 shares

    0.23% of the 13F portfolio, value $9,849,752.

    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 213,026 shares
    Change vs previous 13F +38,312 shares

    0.61% of the 13F portfolio, value $25,077,433.

    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 174,714 shares
    Change vs previous 13F -6,508 shares

    0.54% of the 13F portfolio, value $20,680,944.

    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 181,222 shares
    Change vs previous 13F +20,616 shares

    0.69% of the 13F portfolio, value $19,667,993.

    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 160,606 shares
    Change vs previous 13F +39,325 shares

    0.59% of the 13F portfolio, value $15,490,449.

    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 121,281 shares
    Change vs previous 13F +9,576 shares

    0.46% of the 13F portfolio, value $11,741,197.

    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 111,705 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $10,098,173.

    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).