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Ashton Thomas Private Wealth, LLC: XLP position timeline

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

Ashton Thomas Private Wealth, LLC held 80,259 XLP 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 80,259 shares
    Change vs previous 13F +10,729 shares

    0.14% of the 13F portfolio, value $6,667,145.

    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 69,530 shares
    Change vs previous 13F -4,953 shares

    0.13% of the 13F portfolio, value $5,700,066.

    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 74,483 shares
    Change vs previous 13F -54,942 shares

    0.14% of the 13F portfolio, value $5,785,844.

    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 129,425 shares
    Change vs previous 13F +46,176 shares

    0.26% of the 13F portfolio, value $10,143,059.

    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 83,249 shares
    Change vs previous 13F -52,907 shares

    0.24% of the 13F portfolio, value $6,740,682.

    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 136,156 shares
    Change vs previous 13F +84,023 shares

    0.43% of the 13F portfolio, value $11,119,852.

    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 52,133 shares
    Change vs previous 13F -15,647 shares

    0.16% of the 13F portfolio, value $4,098,192.

    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 67,780 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $5,625,773.

    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).