Archford Capital Strategies, LLC: USMV position timeline

Archford Capital Strategies, LLC held 2,143 USMV 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 2,143 shares

   Change vs previous 13F +2,143 shares

   0.02% of the 13F portfolio, value $206,714.

   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).

2. period ended2026-03-31

   13F 0 shares

   Change vs previous 13F -2,237 shares

   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).

   Exited: the 13F for this period no longer lists the position.

3. period ended2025-12-31

   13F 2,237 shares

   Change vs previous 13F 0 shares

   0.02% of the 13F portfolio, value $210,636.

   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).

4. period ended2025-09-30

   13F 2,237 shares

   Change vs previous 13F -5,678 shares

   0.03% of the 13F portfolio, value $212,828.

   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).

5. period ended2025-06-30

   13F 7,915 shares

   Change vs previous 13F -1,878 shares

   0.1% of the 13F portfolio, value $742,981.

   13F-HR 0001606609-25-000003 filed by Archford Capital Strategies, LLC
   Filed 2025-07-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2025-03-31

   13F 9,793 shares

   Change vs previous 13F -17,773 shares

   0.13% of the 13F portfolio, value $917,212.

   13F-HR 0001606609-25-000002 filed by Archford Capital Strategies, LLC
   Filed 2025-04-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2024-12-31

   13F 27,566 shares

   Change vs previous 13F +5,374 shares

   0.37% of the 13F portfolio, value $2,447,595.

   13F-HR 0001986042-25-000001 filed by Archford Capital Strategies, LLC
   Filed 2025-01-21 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2024-09-30

   13F 22,192 shares

   Change vs previous 13F not available

   0.31% of the 13F portfolio, value $2,055,404.

   13F-HR 0001986042-24-000017 filed by Archford Capital Strategies, LLC
   Filed 2024-10-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).