Anchor Investment Management, LLC quarter change: Foreign Everything Else, Reduced
In partnership units, exchange-traded notes and anything else (depositary receipts and foreign shares traded over the counter), from the quarter ended 2025-12-31 to 2026-03-31, Anchor Investment Management, LLC opened 0 positions, added to 0, reduced 0, sold out of 0 and left 0 unchanged.
Two Form 13F-HR filings compared (SEC CIK 1634149): 2025-12-31 (filed 2026-02-26) and 2026-03-31 (filed 2026-05-01). 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; share change is the position change.
No position of this class changed this way between the two filings.
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 |