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ASHTON THOMAS SECURITIES, LLC: XLU position timeline

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

ASHTON THOMAS SECURITIES, LLC held 18,739 XLU 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 18,739 shares
    Change vs previous 13F -87 shares

    0.13% of the 13F portfolio, value $849,622.

    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 18,826 shares
    Change vs previous 13F +146 shares

    0.11% of the 13F portfolio, value $863,935.

    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 18,680 shares
    Change vs previous 13F +9,351 shares

    0.16% of the 13F portfolio, value $822,720.

    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 9,329 shares
    Change vs previous 13F +4,329 shares

    0.11% of the 13F portfolio, value $813,580.

    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 5,000 shares
    Change vs previous 13F -348 shares

    0.1% of the 13F portfolio, value $408,289.

    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 5,348 shares
    Change vs previous 13F -618 shares

    0.12% of the 13F portfolio, value $421,689.

    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 5,966 shares
    Change vs previous 13F -4,698 shares

    0.12% of the 13F portfolio, value $451,563.

    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 10,664 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $861,433.

    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).