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Archford Capital Strategies, LLC: IBDT position timeline

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

Archford Capital Strategies, LLC held 47,731 IBDT 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 47,731 shares
    Change vs previous 13F -2,750 shares

    0.12% of the 13F portfolio, value $1,205,208.

    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 50,481 shares
    Change vs previous 13F -773 shares

    0.15% of the 13F portfolio, value $1,278,684.

    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 51,254 shares
    Change vs previous 13F +25 shares

    0.15% of the 13F portfolio, value $1,304,671.

    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 51,229 shares
    Change vs previous 13F +1,275 shares

    0.16% of the 13F portfolio, value $1,307,355.

    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 49,954 shares
    Change vs previous 13F -2,342 shares

    0.16% of the 13F portfolio, value $1,269,831.

    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 52,296 shares
    Change vs previous 13F -865 shares

    0.19% of the 13F portfolio, value $1,320,997.

    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 53,161 shares
    Change vs previous 13F -1,503 shares

    0.2% of the 13F portfolio, value $1,323,709.

    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 54,664 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $1,381,906.

    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).