Archford Capital Strategies, LLC: PBE position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Archford Capital Strategies, LLC on PBE, newest first. How the timeline and the estimate are built.
Archford Capital Strategies, LLC held 6,252 PBE shares at 2026-06-30 per its 13F-HR filed 2026-07-17.
the latest 13F is the newest step
- period ended2026-06-3013F 6,252 sharesChange vs previous 13F +395 shares
0.06% of the 13F portfolio, value $560,483.
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 5,857 sharesChange vs previous 13F +2,602 shares
0.05% of the 13F portfolio, value $463,757.
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 3,255 sharesChange vs previous 13F +66 shares
0.03% of the 13F portfolio, value $267,398.
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 3,189 sharesChange vs previous 13F -480 shares
0.03% of the 13F portfolio, value $222,815.
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 3,669 sharesChange vs previous 13F -873 shares
0.03% of the 13F portfolio, value $235,183.
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 4,542 sharesChange vs previous 13F -54 shares
0.04% of the 13F portfolio, value $288,149.
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 4,596 sharesChange vs previous 13F -718 shares
0.05% of the 13F portfolio, value $305,767.
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 5,314 sharesChange vs previous 13F not available
0.06% of the 13F portfolio, value $371,793.
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).