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Anderson Financial Strategies, LLC: HYFI position timeline

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

Anderson Financial Strategies, LLC held 262,229 HYFI 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 262,229 shares
    Change vs previous 13F +18,574 shares

    5.07% of the 13F portfolio, value $9,757,384.

    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 243,655 shares
    Change vs previous 13F +8,712 shares

    5% of the 13F portfolio, value $9,095,641.

    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 234,943 shares
    Change vs previous 13F +3,997 shares

    5.13% of the 13F portfolio, value $8,829,158.

    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 230,946 shares
    Change vs previous 13F +19,405 shares

    5.19% of the 13F portfolio, value $8,765,440.

    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 211,541 shares
    Change vs previous 13F -3,975 shares

    5.07% of the 13F portfolio, value $7,927,000.

    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 215,516 shares
    Change vs previous 13F -16,319 shares

    4.86% of the 13F portfolio, value $7,939,609.

    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).

  7. period ended2024-12-31
    13F 231,835 shares
    Change vs previous 13F not available

    5.15% of the 13F portfolio, value $8,553,529.

    13F-HR 0002018166-25-000002 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).