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Archford Capital Strategies, LLC: SPYM position timeline

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

Archford Capital Strategies, LLC held 358,112 SPYM 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 358,112 shares
    Change vs previous 13F +190,819 shares

    3.19% of the 13F portfolio, value $31,470,850.

    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 167,293 shares
    Change vs previous 13F -101,709 shares

    1.47% of the 13F portfolio, value $12,804,640.

    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 269,002 shares
    Change vs previous 13F -10,491 shares

    2.51% of the 13F portfolio, value $21,579,344.

    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 279,493 shares
    Change vs previous 13F +66,161 shares

    2.61% of the 13F portfolio, value $21,895,446.

    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 213,332 shares
    Change vs previous 13F +24,776 shares

    1.98% of the 13F portfolio, value $15,507,134.

    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 188,556 shares
    Change vs previous 13F +176,544 shares

    1.82% of the 13F portfolio, value $12,399,443.

    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 12,012 shares
    Change vs previous 13F +3,757 shares

    0.13% of the 13F portfolio, value $828,107.

    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 8,255 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $567,284.

    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).