Archford Capital Strategies, LLC: CAT position timeline

Archford Capital Strategies, LLC held 1,069 CAT shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 1,069 shares

   Change vs previous 13F +68 shares

   0.12% of the 13F portfolio, value $1,138,378.

   13F-HR 0001606609-26-000003 filed by Archford Capital Strategies, LLC
   Filed 2026-07-17 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 1,001 shares

   Change vs previous 13F -190 shares

   0.08% of the 13F portfolio, value $709,168.

   13F-HR 0001606609-26-000002 filed by Archford Capital Strategies, LLC
   Filed 2026-04-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 1,191 shares

   Change vs previous 13F +9 shares

   0.08% of the 13F portfolio, value $682,288.

   13F-HR 0001606609-26-000001 filed by Archford Capital Strategies, LLC
   Filed 2026-01-15 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 1,182 shares

   Change vs previous 13F +12 shares

   0.07% of the 13F portfolio, value $563,991.

   13F-HR 0001606609-25-000005 filed by Archford Capital Strategies, LLC
   Filed 2025-10-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 1,170 shares

   Change vs previous 13F +33 shares

   0.06% of the 13F portfolio, value $454,206.

   13F-HR 0001606609-25-000003 filed by Archford Capital Strategies, LLC
   Filed 2025-07-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2025-03-31

   13F 1,137 shares

   Change vs previous 13F -32 shares

   0.05% of the 13F portfolio, value $374,983.

   13F-HR 0001606609-25-000002 filed by Archford Capital Strategies, LLC
   Filed 2025-04-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2024-12-31

   13F 1,169 shares

   Change vs previous 13F +8 shares

   0.06% of the 13F portfolio, value $424,066.

   13F-HR 0001986042-25-000001 filed by Archford Capital Strategies, LLC
   Filed 2025-01-21 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2024-09-30

   13F 1,161 shares

   Change vs previous 13F not available

   0.07% of the 13F portfolio, value $457,376.

   13F-HR 0001986042-24-000017 filed by Archford Capital Strategies, LLC
   Filed 2024-10-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).