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Anchor Investment Management, LLC: WMB position timeline

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

Anchor Investment Management, LLC held 5,429 WMB 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 5,429 shares
    Change vs previous 13F -800 shares

    0.03% of the 13F portfolio, value $403,592.

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

  2. period ended2026-03-31
    13F 6,229 shares
    Change vs previous 13F +1,000 shares

    0.04% of the 13F portfolio, value $453,347.

    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 5,229 shares
    Change vs previous 13F +500 shares

    0.03% of the 13F portfolio, value $314,315.

    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 4,729 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $299,582.

    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 4,729 shares
    Change vs previous 13F -2,650 shares

    0.03% of the 13F portfolio, value $297,028.

    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 7,379 shares
    Change vs previous 13F +1,000 shares

    0.04% of the 13F portfolio, value $440,969.

    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 6,379 shares
    Change vs previous 13F +900 shares

    0.03% of the 13F portfolio, value $345,231.

    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 5,479 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $250,116.

    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).