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Anderson Financial Strategies, LLC: GT position timeline

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

Anderson Financial Strategies, LLC held 0 GT 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 0 shares
    Change vs previous 13F -236,867 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 236,867 shares
    Change vs previous 13F +51,687 shares

    0.92% of the 13F portfolio, value $1,677,018.

    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 185,180 shares
    Change vs previous 13F +9,024 shares

    0.94% of the 13F portfolio, value $1,622,177.

    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 176,156 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $1,317,647.

    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).