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Anchor Investment Management, LLC: MTBA position timeline

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

Anchor Investment Management, LLC held 52,255 MTBA 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 52,255 shares
    Change vs previous 13F -461 shares

    0.19% of the 13F portfolio, value $2,564,174.

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

  2. period ended2026-03-31
    13F 52,716 shares
    Change vs previous 13F +554 shares

    0.22% of the 13F portfolio, value $2,607,355.

    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 52,162 shares
    Change vs previous 13F +2,167 shares

    0.21% of the 13F portfolio, value $2,629,492.

    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 49,995 shares
    Change vs previous 13F +7,782 shares

    0.21% of the 13F portfolio, value $2,517,273.

    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 42,213 shares
    Change vs previous 13F +3,324 shares

    0.19% of the 13F portfolio, value $2,114,450.

    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 38,889 shares
    Change vs previous 13F +4,600 shares

    0.18% of the 13F portfolio, value $1,949,884.

    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 34,289 shares
    Change vs previous 13F +3,889 shares

    0.16% of the 13F portfolio, value $1,703,823.

    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 30,400 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $1,564,992.

    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).