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Archford Capital Strategies, LLC: CLSE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Archford Capital Strategies, LLC on CLSE, newest first. How the timeline and the estimate are built.

Archford Capital Strategies, LLC held 33,276 CLSE 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 33,276 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $1,135,859.

    13F-HR 0001606609-26-000003 filed by Archford Capital Strategies, 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 33,276 shares
    Change vs previous 13F +897 shares

    0.11% of the 13F portfolio, value $936,373.

    13F-HR 0001606609-26-000002 filed by Archford Capital Strategies, 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 32,379 shares
    Change vs previous 13F -6,456 shares

    0.1% of the 13F portfolio, value $884,904.

    13F-HR 0001606609-26-000001 filed by Archford Capital Strategies, 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 38,835 shares
    Change vs previous 13F -106,143 shares

    0.12% of the 13F portfolio, value $1,011,263.

    13F-HR 0001606609-25-000005 filed by Archford Capital Strategies, 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 144,978 shares
    Change vs previous 13F +31,570 shares

    0.43% of the 13F portfolio, value $3,388,136.

    13F-HR 0001606609-25-000003 filed by Archford Capital Strategies, 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 113,408 shares
    Change vs previous 13F +66,189 shares

    0.36% of the 13F portfolio, value $2,450,747.

    13F-HR 0001606609-25-000002 filed by Archford Capital Strategies, 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 47,219 shares
    Change vs previous 13F +2,877 shares

    0.16% of the 13F portfolio, value $1,081,787.

    13F-HR 0001986042-25-000001 filed by Archford Capital Strategies, 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 44,342 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $1,010,998.

    13F-HR 0001986042-24-000017 filed by Archford Capital Strategies, LLC
    Filed (acceptance time not in the bulk data set), ingested

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