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Disclosery

Anderson Financial Strategies, LLC: APP position timeline

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

Anderson Financial Strategies, LLC held 0 APP shares at 2026-06-30 per its 13F-HR filed 2026-08-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 0 shares
    Change vs previous 13F -3,783 shares

    13F-HR 0002018166-26-000003 filed by Anderson Financial Strategies, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

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

  2. period ended2026-03-31
    13F 3,783 shares
    Change vs previous 13F +1,044 shares

    0.99% of the 13F portfolio, value $1,808,690.

    13F-HR 0002018166-26-000002 filed by Anderson Financial 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 2,739 shares
    Change vs previous 13F +237 shares

    1.07% of the 13F portfolio, value $1,845,593.

    13F-HR 0002018166-26-000001 filed by Anderson Financial 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 2,502 shares
    Change vs previous 13F not available

    1.06% of the 13F portfolio, value $1,797,787.

    13F-HR 0002018166-25-000007 filed by Anderson Financial Strategies, LLC
    Filed (acceptance time not in the bulk data set), ingested

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