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Archford Capital Strategies, LLC: CTA position timeline

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

Archford Capital Strategies, LLC held 9,903 CTA 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 9,903 shares
    Change vs previous 13F -494 shares

    0.03% of the 13F portfolio, value $256,896.

    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 10,397 shares
    Change vs previous 13F -154,348 shares

    0.04% of the 13F portfolio, value $314,211.

    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 164,745 shares
    Change vs previous 13F +325 shares

    0.52% of the 13F portfolio, value $4,490,943.

    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 164,420 shares
    Change vs previous 13F +1,503 shares

    0.55% of the 13F portfolio, value $4,598,836.

    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 162,917 shares
    Change vs previous 13F +4,916 shares

    0.56% of the 13F portfolio, value $4,356,407.

    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 158,001 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $4,676,832.

    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).