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Anchor Investment Management, LLC: SPY position timeline

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

Anchor Investment Management, LLC held 6,046 SPY 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 6,046 shares
    Change vs previous 13F -1,903 shares

    0.34% of the 13F portfolio, value $4,514,867.

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

  2. period ended2026-03-31
    13F 7,949 shares
    Change vs previous 13F +54 shares

    0.43% of the 13F portfolio, value $5,169,397.

    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 7,895 shares
    Change vs previous 13F -169 shares

    0.44% of the 13F portfolio, value $5,383,445.

    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 8,064 shares
    Change vs previous 13F +20 shares

    0.45% of the 13F portfolio, value $5,372,311.

    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 8,044 shares
    Change vs previous 13F -43 shares

    0.44% of the 13F portfolio, value $4,969,935.

    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 8,087 shares
    Change vs previous 13F -14 shares

    0.42% of the 13F portfolio, value $4,524,026.

    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 8,101 shares
    Change vs previous 13F +101 shares

    0.44% of the 13F portfolio, value $4,747,784.

    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 8,000 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $4,590,328.

    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).