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Disclosery

Anderson Financial Strategies, LLC: JPRE position timeline

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

Anderson Financial Strategies, LLC held 158,021 JPRE 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 158,021 shares
    Change vs previous 13F -220 shares

    4.38% of the 13F portfolio, value $8,422,519.

    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 158,241 shares
    Change vs previous 13F +2,197 shares

    4.48% of the 13F portfolio, value $8,152,576.

    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 156,044 shares
    Change vs previous 13F +4,772 shares

    4.23% of the 13F portfolio, value $7,288,815.

    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 151,272 shares
    Change vs previous 13F +16,965 shares

    4.29% of the 13F portfolio, value $7,250,467.

    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 134,307 shares
    Change vs previous 13F not available

    4.09% of the 13F portfolio, value $6,398,000.

    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).