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Disclosery

Anderson Financial Strategies, LLC: USVM position timeline

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

Anderson Financial Strategies, LLC held 81,804 USVM 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 81,804 shares
    Change vs previous 13F -1,626 shares

    4.7% of the 13F portfolio, value $9,033,616.

    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 83,430 shares
    Change vs previous 13F -2,647 shares

    4.75% of the 13F portfolio, value $8,646,961.

    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 86,077 shares
    Change vs previous 13F +1,279 shares

    4.56% of the 13F portfolio, value $7,859,398.

    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 84,798 shares
    Change vs previous 13F -1,067 shares

    4.55% of the 13F portfolio, value $7,679,061.

    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 85,865 shares
    Change vs previous 13F -920 shares

    4.61% of the 13F portfolio, value $7,205,000.

    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 86,785 shares
    Change vs previous 13F not available

    4.18% of the 13F portfolio, value $6,833,451.

    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).