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Disclosery

Anderson Financial Strategies, LLC: DTCR position timeline

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

Anderson Financial Strategies, LLC held 84,267 DTCR 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 84,267 shares
    Change vs previous 13F -13,740 shares

    1.24% of the 13F portfolio, value $2,388,127.

    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 98,007 shares
    Change vs previous 13F -15,476 shares

    1.58% of the 13F portfolio, value $2,882,386.

    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 113,483 shares
    Change vs previous 13F +26,362 shares

    1.39% of the 13F portfolio, value $2,394,491.

    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 87,121 shares
    Change vs previous 13F -4,303 shares

    1.06% of the 13F portfolio, value $1,784,238.

    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 91,424 shares
    Change vs previous 13F +4,340 shares

    1.09% of the 13F portfolio, value $1,704,000.

    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 87,084 shares
    Change vs previous 13F +413 shares

    0.87% of the 13F portfolio, value $1,415,986.

    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 86,671 shares
    Change vs previous 13F not available

    0.86% of the 13F portfolio, value $1,434,405.

    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).