Archford Capital Strategies, LLC: USIG position timeline

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

Archford Capital Strategies, LLC held 136,004 USIG shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

period ended2026-06-30
13F 136,004 shares
Change vs previous 13F +5,594 shares
0.71% of the 13F portfolio, value $6,975,647.
13F-HR 0001606609-26-000003 filed by Archford Capital Strategies, LLC
Filed 2026-07-17 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 130,410 shares
Change vs previous 13F +2,274 shares
0.76% of the 13F portfolio, value $6,680,907.
13F-HR 0001606609-26-000002 filed by Archford Capital Strategies, LLC
Filed 2026-04-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 128,136 shares
Change vs previous 13F +37,267 shares
0.77% of the 13F portfolio, value $6,633,617.
13F-HR 0001606609-26-000001 filed by Archford Capital Strategies, LLC
Filed 2026-01-15 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 90,869 shares
Change vs previous 13F not available
0.56% of the 13F portfolio, value $4,745,179.
13F-HR 0001606609-25-000005 filed by Archford Capital Strategies, LLC
Filed 2025-10-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).