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Disclosery

Anderson Financial Strategies, LLC: CWB position timeline

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

Anderson Financial Strategies, LLC held 91,417 CWB 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 91,417 shares
    Change vs previous 13F -5,059 shares

    4.93% of the 13F portfolio, value $9,482,685.

    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).

  2. period ended2026-03-31
    13F 96,476 shares
    Change vs previous 13F -3,466 shares

    5.51% of the 13F portfolio, value $10,023,856.

    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 99,942 shares
    Change vs previous 13F +2,030 shares

    5.17% of the 13F portfolio, value $8,914,826.

    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 97,912 shares
    Change vs previous 13F -863 shares

    5.25% of the 13F portfolio, value $8,861,036.

    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).

  5. period ended2025-06-30
    13F 98,775 shares
    Change vs previous 13F -3,906 shares

    5.22% of the 13F portfolio, value $8,165,000.

    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).

  6. period ended2025-03-31
    13F 102,681 shares
    Change vs previous 13F +1,717 shares

    4.81% of the 13F portfolio, value $7,867,418.

    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).

  7. period ended2024-12-31
    13F 100,964 shares
    Change vs previous 13F not available

    4.74% of the 13F portfolio, value $7,864,086.

    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).