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Ashton Thomas Private Wealth, LLC: XLI position timeline

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

Ashton Thomas Private Wealth, LLC held 52,096 XLI 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 52,096 shares
    Change vs previous 13F -120,502 shares

    0.2% of the 13F portfolio, value $9,649,822.

    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 172,598 shares
    Change vs previous 13F +138,934 shares

    0.66% of the 13F portfolio, value $27,914,193.

    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 33,664 shares
    Change vs previous 13F -3,150 shares

    0.13% of the 13F portfolio, value $5,222,034.

    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 36,814 shares
    Change vs previous 13F -32,788 shares

    0.15% of the 13F portfolio, value $5,677,822.

    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 69,602 shares
    Change vs previous 13F +18,600 shares

    0.36% of the 13F portfolio, value $10,267,628.

    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 51,002 shares
    Change vs previous 13F +10,458 shares

    0.26% of the 13F portfolio, value $6,684,828.

    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 40,544 shares
    Change vs previous 13F -9,942 shares

    0.21% of the 13F portfolio, value $5,342,014.

    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 50,486 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $6,837,816.

    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).