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Disclosery

Anderson Financial Strategies, LLC: HMOP position timeline

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

Anderson Financial Strategies, LLC held 141,826 HMOP 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 141,826 shares
    Change vs previous 13F +11,838 shares

    2.85% of the 13F portfolio, value $5,491,503.

    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 129,988 shares
    Change vs previous 13F +5,034 shares

    2.79% of the 13F portfolio, value $5,071,105.

    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 124,954 shares
    Change vs previous 13F +1,006 shares

    2.84% of the 13F portfolio, value $4,886,951.

    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 123,948 shares
    Change vs previous 13F not available

    2.86% of the 13F portfolio, value $4,830,254.

    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).