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Anchor Investment Management, LLC: AXP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Anchor Investment Management, LLC on AXP, newest first. How the timeline and the estimate are built.

Anchor Investment Management, LLC held 8,678 AXP shares at 2026-06-30 per its 13F-HR filed 2026-09-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,678 shares
    Change vs previous 13F +54 shares

    0.22% of the 13F portfolio, value $2,935,431.

    13F-HR 0001634149-26-000005 filed by Anchor Investment Management, LLC
    Accepted , ingested

  2. period ended2026-03-31
    13F 8,624 shares
    Change vs previous 13F -141 shares

    0.22% of the 13F portfolio, value $2,608,649.

    13F-HR 0001634149-26-000002 filed by Anchor Investment Management, 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 8,765 shares
    Change vs previous 13F -384 shares

    0.26% of the 13F portfolio, value $3,242,664.

    13F-HR 0001634149-26-000001 filed by Anchor Investment Management, 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 9,149 shares
    Change vs previous 13F +173 shares

    0.25% of the 13F portfolio, value $3,038,974.

    13F-HR 0001634149-25-000008 filed by Anchor Investment Management, 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 8,976 shares
    Change vs previous 13F -177 shares

    0.25% of the 13F portfolio, value $2,863,164.

    13F-HR 0001634149-25-000005 filed by Anchor Investment Management, 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 9,153 shares
    Change vs previous 13F +127 shares

    0.23% of the 13F portfolio, value $2,462,615.

    13F-HR 0001634149-25-000003 filed by Anchor Investment Management, 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 9,026 shares
    Change vs previous 13F +134 shares

    0.25% of the 13F portfolio, value $2,678,827.

    13F-HR 0001634149-25-000001 filed by Anchor Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 8,892 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $2,411,510.

    13F-HR 0001634149-24-000040 filed by Anchor Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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