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ASHTON THOMAS SECURITIES, LLC: JEPI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ASHTON THOMAS SECURITIES, LLC on JEPI, newest first. How the timeline and the estimate are built.

ASHTON THOMAS SECURITIES, LLC held 7,265 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,265 shares
    Change vs previous 13F -375 shares

    0.06% of the 13F portfolio, value $410,327.

    13F-HR 0001398344-26-012718 filed by ASHTON THOMAS SECURITIES, 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 7,640 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $433,035.

    13F-HR 0001398344-26-009338 filed by ASHTON THOMAS SECURITIES, 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 7,640 shares
    Change vs previous 13F -247 shares

    0.08% of the 13F portfolio, value $437,314.

    13F-HR 0001398344-26-001794 filed by ASHTON THOMAS SECURITIES, 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 7,887 shares
    Change vs previous 13F -8,525 shares

    0.06% of the 13F portfolio, value $450,348.

    13F-HR 0001398344-25-019845 filed by ASHTON THOMAS SECURITIES, 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 16,412 shares
    Change vs previous 13F -3,291 shares

    0.23% of the 13F portfolio, value $933,015.

    13F-HR 0001398344-25-013417 filed by ASHTON THOMAS SECURITIES, 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 19,703 shares
    Change vs previous 13F +533 shares

    0.31% of the 13F portfolio, value $1,125,823.

    13F-HR 0001398344-25-009700 filed by ASHTON THOMAS SECURITIES, 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 19,170 shares
    Change vs previous 13F +5,298 shares

    0.3% of the 13F portfolio, value $1,102,876.

    13F-HR 0001398344-25-002447 filed by ASHTON THOMAS SECURITIES, 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 13,872 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $820,464.

    13F-HR 0001398344-24-019908 filed by ASHTON THOMAS SECURITIES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).