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Anchor Investment Management, LLC: UL position timeline

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

Anchor Investment Management, LLC held 29,375 UL 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 29,375 shares
    Change vs previous 13F -5,043 shares

    0.13% of the 13F portfolio, value $1,765,999.

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

  2. period ended2026-03-31
    13F 34,418 shares
    Change vs previous 13F -1,414 shares

    0.16% of the 13F portfolio, value $1,960,793.

    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 35,832 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $2,343,413.

    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).