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Archford Capital Strategies, LLC: IBMO position timeline

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

Archford Capital Strategies, LLC held 9,228 IBMO 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 9,228 shares
    Change vs previous 13F -2,800 shares

    0.02% of the 13F portfolio, value $236,607.

    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 12,028 shares
    Change vs previous 13F -3,395 shares

    0.04% of the 13F portfolio, value $308,278.

    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 15,423 shares
    Change vs previous 13F -961 shares

    0.05% of the 13F portfolio, value $395,399.

    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 16,384 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $420,413.

    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 16,384 shares
    Change vs previous 13F +577 shares

    0.05% of the 13F portfolio, value $419,807.

    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 15,807 shares
    Change vs previous 13F -8 shares

    0.06% of the 13F portfolio, value $404,027.

    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 15,815 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $402,650.

    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 15,815 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $404,231.

    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).