Anchor Investment Management, LLC MOS MOSAIC CO NEW COM

Ownership history in Anchor Investment Management, LLC  ·  3 quarters on record

AI Ownership Summary

Anchor Investment Management, LLC reported MOSAIC CO NEW COM (MOS) in 3 quarterly 13F filings from 2024 Q3 through 2025 Q3. The latest visible filing shows MOS 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 MOS 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 MOSAIC CO NEW COM, 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
2025 Q3

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

High-water mark
Peak Conviction
0.0% in 2025 Q2

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

Time in book
Holding Window
2024 Q3 to 2025 Q3

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 MOS — position size vs. price
% of Fund (quarterly)    MOS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 550 0% 0.00% $19K 2025-11-14 $25.60
2025 Q2 ADDED 550 +250 +83.3% 0.00% $20K 2025-08-19 $31.47
2024 Q3 INITIATED 300 0.00% $8K 2024-11-21 $24.84

FAQ About Anchor Investment Management, LLC and MOS

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 MOS?

Anchor Investment Management, LLC reported MOS across 3 quarterly 13F filings, from 2024 Q3 through 2025 Q3.

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

The largest reported portfolio weight for MOS was 0.00% in 2025 Q2.

What is the latest reported MOS position on this page?

The most recent filing on this page is 2025 Q3, when Anchor Investment Management, LLC reported 550 shares, equal to 0.00% of portfolio, with an estimated market value of $19K.

What does the chart on this MOS ownership page compare?

The chart compares Anchor Investment Management, LLC's quarterly MOS 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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