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
- period ended2026-06-3013F 138,195 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 132,401 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 130,985 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 126,024 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 121,075 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 117,655 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 121,737 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).