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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

  1. period ended2026-06-30
    13F 223,678 shares
    Change 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), ingested

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

  2. period ended2026-03-31
    13F 221,408 shares
    Change 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), ingested

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

  3. period ended2025-12-31
    13F 222,510 shares
    Change 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), ingested

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

  4. period ended2025-09-30
    13F 221,283 shares
    Change 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), ingested

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

  5. period ended2025-06-30
    13F 223,687 shares
    Change 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), ingested

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

  6. period ended2025-03-31
    13F 222,511 shares
    Change 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), ingested

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

  7. period ended2024-12-31
    13F 207,412 shares
    Change 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), ingested

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