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Disclosery

Anderson Financial Strategies, LLC: FENI position timeline

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

Anderson Financial Strategies, LLC held 407,710 FENI 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 407,710 shares
    Change vs previous 13F +5,739 shares

    8.8% of the 13F portfolio, value $16,940,351.

    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 401,971 shares
    Change vs previous 13F -14,011 shares

    8.65% of the 13F portfolio, value $15,729,125.

    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 415,982 shares
    Change vs previous 13F +1,701 shares

    8.83% of the 13F portfolio, value $15,216,622.

    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 414,281 shares
    Change vs previous 13F -12,976 shares

    8.66% of the 13F portfolio, value $14,615,834.

    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 427,257 shares
    Change vs previous 13F +6,767 shares

    9.09% of the 13F portfolio, value $14,211,000.

    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 420,490 shares
    Change vs previous 13F not available

    7.65% of the 13F portfolio, value $12,513,782.

    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).