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Anchor Investment Management, LLC: STZ position timeline

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

Anchor Investment Management, LLC held 1,565 STZ 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 1,565 shares
    Change vs previous 13F -1,105 shares

    0.02% of the 13F portfolio, value $217,676.

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

  2. period ended2026-03-31
    13F 2,670 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $400,500.

    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 2,670 shares
    Change vs previous 13F +130 shares

    0.03% of the 13F portfolio, value $368,353.

    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 2,540 shares
    Change vs previous 13F -400 shares

    0.03% of the 13F portfolio, value $342,062.

    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 2,940 shares
    Change vs previous 13F +500 shares

    0.04% of the 13F portfolio, value $478,279.

    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 2,440 shares
    Change vs previous 13F -12 shares

    0.04% of the 13F portfolio, value $447,789.

    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 2,452 shares
    Change vs previous 13F -20 shares

    0.05% of the 13F portfolio, value $541,892.

    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 2,472 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $637,010.

    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).