Anchor Investment Management, LLC: WM position timeline

Anchor Investment Management, LLC held 27,930 WM 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 27,930 shares

   Change vs previous 13F -385 shares

   0.47% of the 13F portfolio, value $6,225,033.

   13F-HR 0001634149-26-000005 filed by Anchor Investment Management, LLC
   Accepted 2026-09-15 19:24:20 UTC, ingested 2026-10-08 03:32:22 UTC

2. period ended2026-03-31

   13F 28,315 shares

   Change vs previous 13F -996 shares

   0.54% of the 13F portfolio, value $6,506,421.

   13F-HR 0001634149-26-000002 filed by Anchor Investment Management, LLC
   Filed 2026-05-01 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 29,311 shares

   Change vs previous 13F +4 shares

   0.52% of the 13F portfolio, value $6,439,828.

   13F-HR 0001634149-26-000001 filed by Anchor Investment Management, LLC
   Filed 2026-02-26 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 29,307 shares

   Change vs previous 13F -23 shares

   0.54% of the 13F portfolio, value $6,471,842.

   13F-HR 0001634149-25-000008 filed by Anchor Investment Management, LLC
   Filed 2025-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 29,330 shares

   Change vs previous 13F -224 shares

   0.59% of the 13F portfolio, value $6,711,376.

   13F-HR 0001634149-25-000005 filed by Anchor Investment Management, LLC
   Filed 2025-08-19 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2025-03-31

   13F 29,554 shares

   Change vs previous 13F -352 shares

   0.64% of the 13F portfolio, value $6,842,036.

   13F-HR 0001634149-25-000003 filed by Anchor Investment Management, LLC
   Filed 2025-05-20 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2024-12-31

   13F 29,906 shares

   Change vs previous 13F -170 shares

   0.56% of the 13F portfolio, value $6,034,632.

   13F-HR 0001634149-25-000001 filed by Anchor Investment Management, LLC
   Filed 2025-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2024-09-30

   13F 30,076 shares

   Change vs previous 13F not available

   0.59% of the 13F portfolio, value $6,243,802.

   13F-HR 0001634149-24-000040 filed by Anchor Investment Management, LLC
   Filed 2024-11-21 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).