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Disclosery

Anderson Financial Strategies, LLC: SDVY position timeline

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

Anderson Financial Strategies, LLC held 45,386 SDVY 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 45,386 shares
    Change vs previous 13F +683 shares

    1.04% of the 13F portfolio, value $1,998,799.

    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 44,703 shares
    Change vs previous 13F -30,599 shares

    1.04% of the 13F portfolio, value $1,891,831.

    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 75,302 shares
    Change vs previous 13F -14,137 shares

    1.68% of the 13F portfolio, value $2,885,573.

    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 89,439 shares
    Change vs previous 13F -706 shares

    2.01% of the 13F portfolio, value $3,400,426.

    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 90,145 shares
    Change vs previous 13F -1,394 shares

    2.03% of the 13F portfolio, value $3,180,000.

    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 91,539 shares
    Change vs previous 13F +47,786 shares

    1.88% of the 13F portfolio, value $3,066,557.

    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 43,753 shares
    Change vs previous 13F not available

    0.95% of the 13F portfolio, value $1,568,545.

    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).