Ashton Thomas Private Wealth, LLC
- SEC CIK
- 0002019663
- Latest filing
- Jul 29, 2026
SM holding history
SM Energy Co in every 13F filed by Ashton Thomas Private Wealth, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
SM overviewAll 13F holders of SMFull Q2 2026 holdings
- Shares (Q1 2025)
- 0
- Sold out in Q1 2025
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 3
- Since Q3 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2025 | 0 | $0 | 0.0% | −17,186−100.0% | Sold out | Holders |
| Q4 2024 | 17,186 | $666.1K | <0.1% | +17,186 | New | Holders |
| Q3 2024 | 0 | $0 | 0.0% | −3,062−100.0% | Sold out | Holders |
| Q2 2024 | 3,062 | $132.4K | <0.1% | +3,062 | New | Holders |
| Q4 2023 | 0 | $0 | 0.0% | −5,232−100.0% | Sold out | Holders |
| Q3 2023 | 5,232 | $207.4K | <0.1% | +5,232 | New | Holders |