Position in APP
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,505,634
-$339,958 QoQ
Shares Held
3,783
+38.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
11.15%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in APP Over Time
Shares Held
Position Value (USD)
Position in Advertising Agencies
Communication Services · as of Jun 30, 2026Anderson Financial Strategies, LLC holds $1,629,571 across 1 Advertising Agencies name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OMC |
Omnicom Group Inc.
|
22,375 | $1,629,571 |
All Filings in APP
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,505,634 | 3,783 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,845,592 | 2,739 | Shares | Sole | 2026-02-24 | |
| 2025-09-30 | $1,797,787 | 2,502 | Shares | Sole | 2025-11-05 | |
| No filing history on record for this holder in this stock. | ||||||