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Disclosery

Anderson Financial Strategies, LLC: XSMO position timeline

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

Anderson Financial Strategies, LLC held 77,279 XSMO 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 77,279 shares
    Change vs previous 13F -5,338 shares

    3.5% of the 13F portfolio, value $6,742,593.

    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 82,617 shares
    Change vs previous 13F -2,837 shares

    4.01% of the 13F portfolio, value $7,297,560.

    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 85,454 shares
    Change vs previous 13F +2,564 shares

    3.57% of the 13F portfolio, value $6,153,543.

    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 82,890 shares
    Change vs previous 13F -2,718 shares

    3.61% of the 13F portfolio, value $6,098,217.

    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 85,608 shares
    Change vs previous 13F -1,805 shares

    3.72% of the 13F portfolio, value $5,823,000.

    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 87,413 shares
    Change vs previous 13F +11,466 shares

    3.35% of the 13F portfolio, value $5,485,166.

    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 75,947 shares
    Change vs previous 13F not available

    3.03% of the 13F portfolio, value $5,020,856.

    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).