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Archford Capital Strategies, LLC: IBDV position timeline

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

Archford Capital Strategies, LLC held 50,947 IBDV 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 50,947 shares
    Change vs previous 13F -2,913 shares

    0.11% of the 13F portfolio, value $1,110,645.

    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 53,860 shares
    Change vs previous 13F -1,134 shares

    0.13% of the 13F portfolio, value $1,178,995.

    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 54,994 shares
    Change vs previous 13F -505 shares

    0.14% of the 13F portfolio, value $1,213,718.

    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 55,499 shares
    Change vs previous 13F +789 shares

    0.15% of the 13F portfolio, value $1,229,310.

    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 54,710 shares
    Change vs previous 13F -2,722 shares

    0.15% of the 13F portfolio, value $1,202,526.

    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 57,432 shares
    Change vs previous 13F -1,661 shares

    0.18% of the 13F portfolio, value $1,247,423.

    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 59,093 shares
    Change vs previous 13F -862 shares

    0.19% of the 13F portfolio, value $1,262,226.

    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 59,955 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $1,308,218.

    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).