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Anchor Investment Management, LLC: UPS position timeline

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

Anchor Investment Management, LLC held 29,137 UPS 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 29,137 shares
    Change vs previous 13F -3,835 shares

    0.24% of the 13F portfolio, value $3,132,267.

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

  2. period ended2026-03-31
    13F 32,972 shares
    Change vs previous 13F -687 shares

    0.27% of the 13F portfolio, value $3,243,795.

    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 33,659 shares
    Change vs previous 13F -926 shares

    0.27% of the 13F portfolio, value $3,338,676.

    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 34,585 shares
    Change vs previous 13F -3,272 shares

    0.24% of the 13F portfolio, value $2,888,874.

    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 37,857 shares
    Change vs previous 13F -2,316 shares

    0.34% of the 13F portfolio, value $3,821,304.

    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 40,173 shares
    Change vs previous 13F -930 shares

    0.41% of the 13F portfolio, value $4,418,595.

    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 41,103 shares
    Change vs previous 13F -1,510 shares

    0.48% of the 13F portfolio, value $5,183,069.

    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 42,613 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $5,809,802.

    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).