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Disclosery

Archford Capital Strategies, LLC: IBDW position timeline

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

Archford Capital Strategies, LLC held 106,653 IBDW 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 106,653 shares
    Change vs previous 13F -4,894 shares

    0.23% of the 13F portfolio, value $2,222,649.

    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 111,547 shares
    Change vs previous 13F +203 shares

    0.27% of the 13F portfolio, value $2,334,679.

    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 111,344 shares
    Change vs previous 13F +35 shares

    0.27% of the 13F portfolio, value $2,354,926.

    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 111,309 shares
    Change vs previous 13F +4,377 shares

    0.28% of the 13F portfolio, value $2,361,970.

    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 106,932 shares
    Change vs previous 13F -5,091 shares

    0.29% of the 13F portfolio, value $2,249,849.

    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 112,023 shares
    Change vs previous 13F -715 shares

    0.34% of the 13F portfolio, value $2,324,477.

    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 112,738 shares
    Change vs previous 13F -1,360 shares

    0.35% of the 13F portfolio, value $2,294,218.

    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 114,098 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $2,382,366.

    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).