Anderson Financial Strategies, LLC LYTS — LSI INDS INC OHIO

Ownership history in Anderson Financial Strategies, LLC  ·  7 quarters on record

AI Ownership Summary

Anderson Financial Strategies, LLC reported LSI INDS INC OHIO (LYTS) in 7 quarterly 13F filings from 2024 Q4 through 2026 Q2. Peak portfolio weight reached 1.11% in 2026 Q1. The latest visible filing shows LYTS at 0.88% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this LYTS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Anderson Financial Strategies, LLC's position in LSI INDS INC OHIO, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

LYTS was reported at 0.88% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.11% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

LYTS stock page Anderson Financial Strategies, LLC fund profile Anderson Financial Strategies, LLC full holdings
How Anderson Financial Strategies, LLC held LYTS — position size vs. price
% of Fund (quarterly)    LYTS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 70,459 -14,237 -16.8% 0.88% $1.7M 2026-08-20 $20.57
2026 Q1 ADDED — — — 84,696 +2,309 +2.8% 1.11% $2.0M 2026-05-15 $23.26
2025 Q4 ADDED — — — 82,387 +14,552 +21.5% 0.88% $1.5M 2026-02-24 $21.86
2025 Q3 REDUCED 15.9% -20.7% ✅ 67,835 -12,848 -15.9% 0.95% $1.6M 2025-11-05 $22.77
2025 Q2 ADDED — — — 80,683 +1,669 +2.1% 0.88% $1.4M 2025-08-11 $18.17
2025 Q1 ADDED — — — 79,014 +13,160 +20.0% 0.82% $1.3M 2025-05-28 $15.84
2024 Q4 INITIATED — — — 65,854 — — 0.77% $1.3M 2025-02-14 $20.47

🏢 Other funds also holding LYTS

As of 2026 Q2 — sorted by position size

Owls Nest Partners IA, LLC 3Y 6.29% Juniper Investment Company, LLC 3Y 5.5% WealthTrust Axiom LLC 3Y 7Y 3.38% Archon Capital Management LLC 3Y 7Y 2.84% AltraVue Capital, LLC 3Y 7Y 2.67% Expect Equity LLC 2.43% G2 Investment Partners Management LLC 3Y 7Y 1.45% SYSTEMATIC FINANCIAL MANAGEMENT LP 3Y 7Y 1.26% Manatuck Hill Partners, LLC 3Y 7Y 1.15% ESSEX INVESTMENT MANAGEMENT CO LLC 3Y 7Y 1.03%

FAQ About Anderson Financial Strategies, LLC and LYTS

These are the practical questions this page is built to answer before you even open the full history table.

How long has Anderson Financial Strategies, LLC reported owning LYTS?

Anderson Financial Strategies, LLC reported LYTS across 7 quarterly 13F filings, from 2024 Q4 through 2026 Q2.

What was the largest reported LYTS position in Anderson Financial Strategies, LLC's portfolio?

The largest reported portfolio weight for LYTS was 1.11% in 2026 Q1.

What is the latest reported LYTS position on this page?

The most recent filing on this page is 2026 Q2, when Anderson Financial Strategies, LLC reported 70,459 shares, equal to 0.88% of portfolio, with an estimated market value of $1.7M.

What does the chart on this LYTS ownership page compare?

The chart compares Anderson Financial Strategies, LLC's quarterly LYTS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Anderson Financial Strategies, LLC time their LYTS position?

Based on 13F filing dates vs. subsequent LYTS price moves, Anderson Financial Strategies, LLC correctly timed 4 out of 6 reported position changes (67%). The annualised alpha on LYTS relative to SPY over the holding period was -14.5%.

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