Anchor Investment Management, LLC KBWR INVESCO KBW REGIONAL BANKING ETF

Ownership history in Anchor Investment Management, LLC  ·  9 quarters on record

AI Ownership Summary

Anchor Investment Management, LLC reported INVESCO KBW REGIONAL BANKING ETF (KBWR) in 9 quarterly 13F filings from 2024 Q1 through 2026 Q1. The latest visible filing shows KBWR at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this KBWR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Anchor Investment Management, LLC's position in INVESCO KBW REGIONAL BANKING ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

KBWR was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Anchor Investment Management, LLC held KBWR — position size vs. price
% of Fund (quarterly)    KBWR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 120 0% 0.00% $8K 2026-05-01 $71.28
2025 Q4 UNCHANGED 120 0% 0.00% $7K 2026-02-26 $72.98
2025 Q3 UNCHANGED 120 0% 0.00% $7K 2025-11-14 $57.78
2025 Q2 UNCHANGED 120 0% 0.00% $7K 2025-08-19 $58.56
2025 Q1 UNCHANGED 120 0% 0.00% $7K 2025-05-20 $56.21
2024 Q4 UNCHANGED 120 0% 0.00% $7K 2025-02-13 $60.88
2024 Q3 UNCHANGED 120 0% 0.00% $7K 2024-11-21 $62.90
2024 Q2 UNCHANGED 120 0% 0.00% $6K 2024-09-20 $54.91
2024 Q1 INITIATED 120 0.00% $6K 2024-05-15 $48.60

FAQ About Anchor Investment Management, LLC and KBWR

These are the practical questions this page is built to answer before you even open the full history table.

How long has Anchor Investment Management, LLC reported owning KBWR?

Anchor Investment Management, LLC reported KBWR across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported KBWR position in Anchor Investment Management, LLC's portfolio?

The largest reported portfolio weight for KBWR was 0.00% in 2026 Q1.

What is the latest reported KBWR position on this page?

The most recent filing on this page is 2026 Q1, when Anchor Investment Management, LLC reported 120 shares, equal to 0.00% of portfolio, with an estimated market value of $8K.

What does the chart on this KBWR ownership page compare?

The chart compares Anchor Investment Management, LLC's quarterly KBWR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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