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Anderson Financial Strategies, LLC: LGOV position timeline

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

Anderson Financial Strategies, LLC held 368,715 LGOV 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 368,715 shares
    Change vs previous 13F +29,475 shares

    4.03% of the 13F portfolio, value $7,761,451.

    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 339,240 shares
    Change vs previous 13F +3,443 shares

    4% of the 13F portfolio, value $7,283,483.

    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 335,797 shares
    Change vs previous 13F +11,702 shares

    4.26% of the 13F portfolio, value $7,330,449.

    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 324,095 shares
    Change vs previous 13F +30,200 shares

    4.17% of the 13F portfolio, value $7,049,066.

    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 293,895 shares
    Change vs previous 13F -19,586 shares

    4.03% of the 13F portfolio, value $6,295,000.

    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 313,481 shares
    Change vs previous 13F not available

    4.12% of the 13F portfolio, value $6,739,842.

    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).