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Anderson Financial Strategies, LLC: EDIV position timeline

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

Anderson Financial Strategies, LLC held 138,195 EDIV 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 138,195 shares
    Change vs previous 13F +5,794 shares

    3.02% of the 13F portfolio, value $5,816,628.

    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 132,401 shares
    Change vs previous 13F +1,416 shares

    2.99% of the 13F portfolio, value $5,440,357.

    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 130,985 shares
    Change vs previous 13F +4,961 shares

    2.98% of the 13F portfolio, value $5,128,063.

    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 126,024 shares
    Change vs previous 13F +4,949 shares

    2.9% of the 13F portfolio, value $4,896,032.

    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 121,075 shares
    Change vs previous 13F +3,420 shares

    2.95% of the 13F portfolio, value $4,615,000.

    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 117,655 shares
    Change vs previous 13F -4,082 shares

    2.57% of the 13F portfolio, value $4,200,284.

    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 121,737 shares
    Change vs previous 13F not available

    2.59% of the 13F portfolio, value $4,294,274.

    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).