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Disclosery

Anderson Financial Strategies, LLC: CALF position timeline

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

Anderson Financial Strategies, LLC held 0 CALF shares at 2025-06-30 per its 13F-HR filed 2025-08-11.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -60 shares

    13F-HR 0002018166-25-000005 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 ended2025-03-31
    13F 60 shares
    Change vs previous 13F -31,359 shares

    <0.01% of the 13F portfolio, value $2,250.

    13F-HR 0002018166-25-000004 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 ended2024-12-31
    13F 31,419 shares
    Change vs previous 13F not available

    0.83% of the 13F portfolio, value $1,382,750.

    13F-HR 0002018166-25-000002 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).