Archford Capital Strategies, LLC: IBDS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Archford Capital Strategies, LLC on IBDS, newest first. How the timeline and the estimate are built.
Archford Capital Strategies, LLC held 47,299 IBDS shares at 2026-06-30 per its 13F-HR filed 2026-07-17.
the latest 13F is the newest step
- period ended2026-06-3013F 47,299 sharesChange vs previous 13F -2,904 shares
0.12% of the 13F portfolio, value $1,145,582.
13F-HR 0001606609-26-000003 filed by Archford Capital Strategies, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 50,203 sharesChange vs previous 13F -789 shares
0.14% of the 13F portfolio, value $1,216,921.
13F-HR 0001606609-26-000002 filed by Archford Capital Strategies, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 50,992 sharesChange vs previous 13F +318 shares
0.14% of the 13F portfolio, value $1,238,086.
13F-HR 0001606609-26-000001 filed by Archford Capital Strategies, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 50,674 sharesChange vs previous 13F +1,359 shares
0.15% of the 13F portfolio, value $1,233,405.
13F-HR 0001606609-25-000005 filed by Archford Capital Strategies, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 49,315 sharesChange vs previous 13F -2,444 shares
0.15% of the 13F portfolio, value $1,196,875.
13F-HR 0001606609-25-000003 filed by Archford Capital Strategies, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 51,759 sharesChange vs previous 13F -890 shares
0.18% of the 13F portfolio, value $1,251,533.
13F-HR 0001606609-25-000002 filed by Archford Capital Strategies, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 52,649 sharesChange vs previous 13F -1,599 shares
0.19% of the 13F portfolio, value $1,261,470.
13F-HR 0001986042-25-000001 filed by Archford Capital Strategies, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 54,248 sharesChange vs previous 13F not available
0.2% of the 13F portfolio, value $1,312,802.
13F-HR 0001986042-24-000017 filed by Archford Capital Strategies, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).