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Anchor Investment Management, LLC: XLF position timeline

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

Anchor Investment Management, LLC held 12,510 XLF 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 12,510 shares
    Change vs previous 13F -2,869 shares

    0.05% of the 13F portfolio, value $670,642.

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

  2. period ended2026-03-31
    13F 15,379 shares
    Change vs previous 13F +25 shares

    0.06% of the 13F portfolio, value $759,237.

    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 15,354 shares
    Change vs previous 13F -77 shares

    0.07% of the 13F portfolio, value $840,929.

    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 15,431 shares
    Change vs previous 13F +303 shares

    0.07% of the 13F portfolio, value $831,265.

    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 15,128 shares
    Change vs previous 13F +300 shares

    0.07% of the 13F portfolio, value $792,262.

    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 14,828 shares
    Change vs previous 13F +3 shares

    0.07% of the 13F portfolio, value $738,601.

    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 14,825 shares
    Change vs previous 13F +333 shares

    0.07% of the 13F portfolio, value $716,514.

    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 14,492 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $656,776.

    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).