Anchor Investment Management, LLC historic quarter change: Foreign Stocks, New
In share positions in stocks (depositary receipts and foreign shares traded over the counter), over 40 quarters from 2016-03-31 to 2026-03-31, Anchor Investment Management, LLC opened 48 positions, added to 186, reduced 343 and sold out of 51.
- Q1 2026: Stock ARGX; Country of operation —; Class ADR; Shares before 0.
- Q4 2025: Stock UL; Country of operation —; Class ADR; Shares before 0.
- Q4 2025: Stock AZN; Country of operation —; Class ADR; Shares before 0.
- Q4 2025: Stock PSNY; Country of operation —; Class ADR; Shares before 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1634149), 40 quarters: Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-01); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-26); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-14); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-19); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-20); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-13); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-21); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-09-20); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-15); Q4 2023 (2023-09-30 to 2023-12-31, filed 2024-01-02); Q3 2023 (2023-06-30 to 2023-09-30, filed 2024-01-02); Q2 2023 (2023-03-31 to 2023-06-30, filed 2024-01-02); Q1 2023 (2022-12-31 to 2023-03-31, filed 2024-01-02); Q4 2022 (2022-09-30 to 2022-12-31, filed 2024-01-02); Q3 2022 (2022-06-30 to 2022-09-30, filed 2024-01-02); Q2 2022 (2022-03-31 to 2022-06-30, filed 2024-01-02); Q1 2022 (2021-12-31 to 2022-03-31, filed 2024-01-02); Q4 2021 (2021-09-30 to 2021-12-31, filed 2024-01-02); Q3 2021 (2021-06-30 to 2021-09-30, filed 2024-01-02); Q2 2021 (2021-03-31 to 2021-06-30, filed 2024-01-02); Q1 2021 (2020-12-31 to 2021-03-31, filed 2024-01-02); Q4 2020 (2020-09-30 to 2020-12-31, filed 2024-01-02); Q3 2020 (2020-06-30 to 2020-09-30, filed 2024-01-02); Q2 2020 (2020-03-31 to 2020-06-30, filed 2024-01-02); Q1 2020 (2019-12-31 to 2020-03-31, filed 2024-01-02); Q4 2019 (2019-09-30 to 2019-12-31, filed 2024-01-02); Q3 2019 (2019-06-30 to 2019-09-30, filed 2024-01-02); Q2 2019 (2019-03-31 to 2019-06-30, filed 2024-01-03); Q1 2019 (2018-12-31 to 2019-03-31, filed 2024-01-03); Q4 2018 (2018-09-30 to 2018-12-31, filed 2024-01-03); Q3 2018 (2018-06-30 to 2018-09-30, filed 2024-01-03); Q2 2018 (2018-03-31 to 2018-06-30, filed 2024-01-03); Q1 2018 (2017-12-31 to 2018-03-31, filed 2024-01-03); Q4 2017 (2017-09-30 to 2017-12-31, filed 2024-01-03); Q3 2017 (2017-06-30 to 2017-09-30, filed 2024-01-03); Q2 2017 (2017-03-31 to 2017-06-30, filed 2024-01-03); Q1 2017 (2016-12-31 to 2017-03-31, filed 2024-01-03); Q4 2016 (2016-09-30 to 2016-12-31, filed 2024-01-03); Q3 2016 (2016-06-30 to 2016-09-30, filed 2024-01-03); Q2 2016 (2016-03-31 to 2016-06-30, filed 2024-01-03). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2023-12-31.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Callahan Advisors, LLC | United States | $1.198B | 177 |
| KWMG, LLC | United States | $1.198B | 147 |
| Amplius Wealth Advisors, LLC | United States | $1.200B | 175 |
| Shay Capital LLC | United States | $1.198B | 471 |
| Guardian Partners Inc. | Canada | $1.200B | 192 |
| CONDOR CAPITAL MANAGEMENT | United States | $1.197B | 174 |
| JNBA Financial Advisors | United States | $1.201B | 819 |
| W.G. Shaheen & Associates DBA Whitney & Co | United States | $1.201B | 175 |
| DT Investment Partners, LLC | United States | $1.202B | 555 |
| Vivo Capital, LLC | United States | $1.203B | 46 |