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Archford Capital Strategies, LLC: SHY position timeline

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

Archford Capital Strategies, LLC held 29,001 SHY 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 29,001 shares
    Change vs previous 13F -126,650 shares

    0.24% of the 13F portfolio, value $2,381,294.

    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 155,651 shares
    Change vs previous 13F +124,789 shares

    1.47% of the 13F portfolio, value $12,852,103.

    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 30,862 shares
    Change vs previous 13F +338 shares

    0.3% of the 13F portfolio, value $2,555,991.

    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 30,524 shares
    Change vs previous 13F +931 shares

    0.3% of the 13F portfolio, value $2,532,271.

    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 29,593 shares
    Change vs previous 13F -1,339 shares

    0.31% of the 13F portfolio, value $2,452,076.

    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 30,932 shares
    Change vs previous 13F -405 shares

    0.37% of the 13F portfolio, value $2,559,004.

    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 31,337 shares
    Change vs previous 13F -446 shares

    0.39% of the 13F portfolio, value $2,569,007.

    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 31,783 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $2,622,098.

    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).