Anderson Financial Strategies, LLC quarter change: USA Stocks, Unchanged
In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Anderson Financial Strategies, LLC opened 7 positions, added to 3, reduced 1, sold out of 5 and left 2 unchanged. The largest increase in value was CARS (+$2,110,222); the largest decrease was APP (-$1,808,690).
- JPM: Country of operation United States; Class COM; Shares 2026-03-31 1,862; Shares 2026-06-30 1,862.
- ETN: Country of operation —; Class SHS; Shares 2026-03-31 1,296; Shares 2026-06-30 1,296.
Two Form 13F-HR filings compared (SEC CIK 2018166): 2026-03-31 (filed 2026-05-15) and 2026-06-30 (filed 2026-08-20). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
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