Position in CI
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$572,036
-$347,984 QoQ
Shares Held
2,075
-39.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#944
of 1,682 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CI Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Ashton Thomas Private Wealth, LLC holds $13,650,950 across 5 Healthcare Plans names. CI ranks #3 (4.2% of the industry book) .
All Filings in CI
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $572,036 | 2,075 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $920,020 | 3,449 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $869,176 | 3,158 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $888,386 | 3,082 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,025,789 | 3,103 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $969,892 | 2,948 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $824,554 | 2,986 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $909,058 | 2,624 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $923,282 | 2,793 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $1,093,928 | 3,012 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $866,308 | 2,893 | Shares | Sole | 2024-04-22 | |
| 2023-09-30 | $865,647 | 3,026 | Shares | Sole | 2024-04-22 | |
| 2023-06-30 | $847,973 | 3,022 | Shares | Sole | 2024-04-23 | |
| 2023-03-31 | $963,603 | 3,771 | Shares | Sole | 2024-04-23 | |
| 2022-12-31 | $2,451,584 | 7,399 | Shares | Sole | 2024-04-22 | |
| 2022-09-30 | $1,316,872 | 4,746 | Shares | Sole | 2024-04-22 | |
| 2022-06-30 | $1,655,169 | 6,281 | Shares | Sole | 2024-04-22 | |
| 2022-03-31 | $1,296,529 | 5,411 | Shares | Sole | 2024-04-22 | |
| 2021-12-31 | $1,240,690 | 5,403 | Shares | Sole | 2024-04-22 | |
| 2021-09-30 | $977,781 | 4,885 | Shares | Sole | 2024-04-22 | |
| 2021-06-30 | $901,340 | 3,802 | Shares | Sole | 2024-04-22 | |
| No filing history on record for this holder in this stock. | ||||||