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Ashton Thomas Private Wealth, LLC: XLY position timeline

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

Ashton Thomas Private Wealth, LLC held 402,951 XLY 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 402,951 shares
    Change vs previous 13F +329,780 shares

    0.99% of the 13F portfolio, value $47,258,047.

    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 73,171 shares
    Change vs previous 13F -167,312 shares

    0.19% of the 13F portfolio, value $7,974,040.

    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 240,483 shares
    Change vs previous 13F +93,746 shares

    0.7% of the 13F portfolio, value $28,716,031.

    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 146,737 shares
    Change vs previous 13F +5,471 shares

    0.91% of the 13F portfolio, value $35,164,031.

    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 141,266 shares
    Change vs previous 13F -12,281 shares

    1.08% of the 13F portfolio, value $30,701,325.

    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 153,547 shares
    Change vs previous 13F +64,348 shares

    1.16% of the 13F portfolio, value $30,319,461.

    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 89,199 shares
    Change vs previous 13F +22,236 shares

    0.78% of the 13F portfolio, value $20,011,685.

    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 66,963 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $13,417,385.

    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).