Anderson Financial Strategies, LLC: WTV position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Anderson Financial Strategies, LLC on WTV, newest first. How the timeline and the estimate are built.
Anderson Financial Strategies, LLC held 223,678 WTV shares at 2026-06-30 per its 13F-HR filed 2026-08-20.
the latest 13F is the newest step
- period ended2026-06-3013F 223,678 sharesChange vs previous 13F +2,270 shares
12.57% of the 13F portfolio, value $24,192,964.
13F-HR 0002018166-26-000003 filed by Anderson Financial Strategies, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 221,408 sharesChange vs previous 13F -1,102 shares
12.05% of the 13F portfolio, value $21,914,954.
13F-HR 0002018166-26-000002 filed by Anderson Financial Strategies, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 222,510 sharesChange vs previous 13F +1,227 shares
12.05% of the 13F portfolio, value $20,760,206.
13F-HR 0002018166-26-000001 filed by Anderson Financial Strategies, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 221,283 sharesChange vs previous 13F -2,404 shares
11.93% of the 13F portfolio, value $20,138,939.
13F-HR 0002018166-25-000007 filed by Anderson Financial Strategies, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 223,687 sharesChange vs previous 13F +1,176 shares
12.36% of the 13F portfolio, value $19,327,000.
13F-HR 0002018166-25-000005 filed by Anderson Financial Strategies, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 222,511 sharesChange vs previous 13F +15,099 shares
11.18% of the 13F portfolio, value $18,283,715.
13F-HR 0002018166-25-000004 filed by Anderson Financial Strategies, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 207,412 sharesChange vs previous 13F not available
10.45% of the 13F portfolio, value $17,335,527.
13F-HR 0002018166-25-000002 filed by Anderson Financial Strategies, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).