Archford Capital Strategies, LLC: IBDX position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Archford Capital Strategies, LLC on IBDX, newest first. How the timeline and the estimate are built.
Archford Capital Strategies, LLC held 80,541 IBDX shares at 2026-06-30 per its 13F-HR filed 2026-07-17.
the latest 13F is the newest step
- period ended2026-06-3013F 80,541 sharesChange vs previous 13F -4,522 shares
0.21% of the 13F portfolio, value $2,028,828.
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 85,063 sharesChange vs previous 13F -1,493 shares
0.25% of the 13F portfolio, value $2,149,542.
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 86,556 sharesChange vs previous 13F +388 shares
0.26% of the 13F portfolio, value $2,209,775.
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 86,168 sharesChange vs previous 13F +6,253 shares
0.26% of the 13F portfolio, value $2,207,633.
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 79,915 sharesChange vs previous 13F -4,024 shares
0.26% of the 13F portfolio, value $2,020,651.
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 83,939 sharesChange vs previous 13F +207 shares
0.31% of the 13F portfolio, value $2,097,636.
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 83,732 sharesChange vs previous 13F -967 shares
0.31% of the 13F portfolio, value $2,058,133.
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 84,699 sharesChange vs previous 13F not available
0.32% of the 13F portfolio, value $2,142,038.
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).