SBI β€” WESTERN ASSET INTER MUNI FD IN COM

Ownership history in Ashton Thomas Private Wealth, LLC  Β·  7 quarters on record

AI Ownership Summary

Ashton Thomas Private Wealth, LLC reported WESTERN ASSET INTER MUNI FD IN COM (SBI) in 7 quarterly 13F filings from 2024 Q1 through 2025 Q3. Peak portfolio weight reached 0.02% in 2024 Q1. The latest visible filing shows SBI at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SBI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Ashton Thomas Private Wealth, LLC's position in WESTERN ASSET INTER MUNI FD IN COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

SBI was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Ashton Thomas Private Wealth, LLC held SBI β€” position size vs. price
% of Fund (quarterly)    SBI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 22,463 β€” 0% 0.00% $179K 2025-11-04 $7.65
2025 Q2 UNCHANGED 22,463 β€” 0% 0.01% $170K 2025-08-01 $7.31
2025 Q1 UNCHANGED 22,463 β€” 0% 0.01% $176K 2025-05-16 $7.15
2024 Q4 UNCHANGED 22,463 β€” 0% 0.01% $174K 2025-02-07 $7.26
2024 Q3 UNCHANGED 22,463 β€” 0% 0.01% $184K 2024-11-05 $7.33
2024 Q2 UNCHANGED 22,463 β€” 0% 0.01% $177K 2024-08-07 $7.24
2024 Q1 INITIATED 22,463 β€” β€” 0.02% $178K 2024-04-23 $6.79

FAQ About Ashton Thomas Private Wealth, LLC and SBI

These are the practical questions this page is built to answer before you even open the full history table.

How long has Ashton Thomas Private Wealth, LLC reported owning SBI?

Ashton Thomas Private Wealth, LLC reported SBI across 7 quarterly 13F filings, from 2024 Q1 through 2025 Q3.

What was the largest reported SBI position in Ashton Thomas Private Wealth, LLC's portfolio?

The largest reported portfolio weight for SBI was 0.02% in 2024 Q1.

What is the latest reported SBI position on this page?

The most recent filing on this page is 2025 Q3, when Ashton Thomas Private Wealth, LLC reported 22,463 shares, equal to 0.00% of portfolio, with an estimated market value of $179K.

What does the chart on this SBI ownership page compare?

The chart compares Ashton Thomas Private Wealth, LLC's quarterly SBI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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