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Anchor Investment Management, LLC: LPLA position timeline

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

Anchor Investment Management, LLC held 10,962 LPLA 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 10,962 shares
    Change vs previous 13F +78 shares

    0.23% of the 13F portfolio, value $3,087,650.

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

  2. period ended2026-03-31
    13F 10,884 shares
    Change vs previous 13F +218 shares

    0.27% of the 13F portfolio, value $3,274,238.

    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 10,666 shares
    Change vs previous 13F +397 shares

    0.31% of the 13F portfolio, value $3,809,496.

    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 10,269 shares
    Change vs previous 13F -89 shares

    0.28% of the 13F portfolio, value $3,416,338.

    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 10,358 shares
    Change vs previous 13F +587 shares

    0.34% of the 13F portfolio, value $3,883,939.

    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 9,771 shares
    Change vs previous 13F +74 shares

    0.3% of the 13F portfolio, value $3,196,485.

    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 9,697 shares
    Change vs previous 13F +28 shares

    0.3% of the 13F portfolio, value $3,166,167.

    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 9,669 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $2,249,299.

    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).