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ASHTON THOMAS SECURITIES, LLC: SCHW position timeline

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

ASHTON THOMAS SECURITIES, LLC held 4,063 SCHW 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 4,063 shares
    Change vs previous 13F -33 shares

    0.06% of the 13F portfolio, value $373,048.

    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 4,096 shares
    Change vs previous 13F +218 shares

    0.05% of the 13F portfolio, value $384,942.

    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 3,878 shares
    Change vs previous 13F +31 shares

    0.07% of the 13F portfolio, value $387,451.

    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 3,847 shares
    Change vs previous 13F +3,847 shares

    0.05% of the 13F portfolio, value $367,273.

    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 ended2024-12-31
    13F 0 shares
    Change vs previous 13F -935 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  6. period ended2024-09-30
    13F 935 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $60,597.

    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).