Anderson Financial Strategies, LLC: VOO position timeline

Anderson Financial Strategies, LLC held 294 VOO 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 294 shares

   Change vs previous 13F -122 shares

   0.11% of the 13F portfolio, value $207,832.

   13F-HR 0002018166-26-000003 filed by Anderson Financial Strategies, LLC
   Filed 2026-08-20 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 416 shares

   Change vs previous 13F +416 shares

   0.15% of the 13F portfolio, value $276,765.

   13F-HR 0002018166-26-000002 filed by Anderson Financial Strategies, LLC
   Filed 2026-05-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-06-30

   13F 0 shares

   Change vs previous 13F -294 shares

   13F-HR 0002018166-25-000005 filed by Anderson Financial Strategies, LLC
   Filed 2025-08-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

4. period ended2025-03-31

   13F 294 shares

   Change vs previous 13F 0 shares

   0.09% of the 13F portfolio, value $151,090.

   13F-HR 0002018166-25-000004 filed by Anderson Financial Strategies, LLC
   Filed 2025-05-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2024-12-31

   13F 294 shares

   Change vs previous 13F not available

   0.1% of the 13F portfolio, value $158,410.

   13F-HR 0002018166-25-000002 filed by Anderson Financial Strategies, LLC
   Filed 2025-02-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).