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Anderson Financial Strategies, LLC: PFFA position timeline

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

Anderson Financial Strategies, LLC held 397,868 PFFA 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 397,868 shares
    Change vs previous 13F +20,718 shares

    4.36% of the 13F portfolio, value $8,387,057.

    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 377,150 shares
    Change vs previous 13F +25,230 shares

    4.49% of the 13F portfolio, value $8,161,526.

    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 351,920 shares
    Change vs previous 13F +14,072 shares

    4.4% of the 13F portfolio, value $7,583,876.

    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 337,848 shares
    Change vs previous 13F +17,968 shares

    4.34% of the 13F portfolio, value $7,334,680.

    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 319,880 shares
    Change vs previous 13F +10,313 shares

    4.26% of the 13F portfolio, value $6,663,000.

    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 309,567 shares
    Change vs previous 13F -19,271 shares

    4.02% of the 13F portfolio, value $6,565,916.

    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 328,838 shares
    Change vs previous 13F not available

    4.34% of the 13F portfolio, value $7,201,552.

    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).