Skip to content
Disclosery

Anchor Investment Management, LLC: WSO position timeline

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

Anchor Investment Management, LLC held 21,509 WSO 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 21,509 shares
    Change vs previous 13F +5 shares

    0.67% of the 13F portfolio, value $8,963,446.

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

  2. period ended2026-03-31
    13F 21,504 shares
    Change vs previous 13F -300 shares

    0.65% of the 13F portfolio, value $7,822,940.

    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 21,804 shares
    Change vs previous 13F +3,538 shares

    0.6% of the 13F portfolio, value $7,346,858.

    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 18,266 shares
    Change vs previous 13F 0 shares

    0.61% of the 13F portfolio, value $7,384,944.

    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 18,266 shares
    Change vs previous 13F 0 shares

    0.71% of the 13F portfolio, value $8,066,631.

    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 18,266 shares
    Change vs previous 13F 0 shares

    0.87% of the 13F portfolio, value $9,284,608.

    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 18,266 shares
    Change vs previous 13F +18,038 shares

    0.81% of the 13F portfolio, value $8,656,075.

    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 228 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $112,149.

    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).