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Disclosery

Anderson Financial Strategies, LLC: FWD position timeline

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

Anderson Financial Strategies, LLC held 18,685 FWD 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 18,685 shares
    Change vs previous 13F -2,775 shares

    1.26% of the 13F portfolio, value $2,431,479.

    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 21,460 shares
    Change vs previous 13F -993 shares

    1.54% of the 13F portfolio, value $2,800,101.

    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 22,453 shares
    Change vs previous 13F not available

    1.36% of the 13F portfolio, value $2,344,318.

    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).