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Anchor Investment Management, LLC: SOXX position timeline

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

Anchor Investment Management, LLC held 14,267 SOXX 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 14,267 shares
    Change vs previous 13F -3,404 shares

    0.69% of the 13F portfolio, value $9,141,628.

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

  2. period ended2026-03-31
    13F 17,671 shares
    Change vs previous 13F +457 shares

    0.48% of the 13F portfolio, value $5,807,855.

    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 17,214 shares
    Change vs previous 13F -2,469 shares

    0.42% of the 13F portfolio, value $5,183,956.

    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 19,683 shares
    Change vs previous 13F -642 shares

    0.44% of the 13F portfolio, value $5,336,347.

    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 20,325 shares
    Change vs previous 13F +1,926 shares

    0.43% of the 13F portfolio, value $4,851,526.

    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 18,399 shares
    Change vs previous 13F +408 shares

    0.32% of the 13F portfolio, value $3,462,186.

    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 17,991 shares
    Change vs previous 13F +759 shares

    0.36% of the 13F portfolio, value $3,876,862.

    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 17,232 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $3,973,641.

    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).