Ancora Advisors LLC XHLIX — HAMILTON LANE PRIVATE ASSETS F

Ownership history in Ancora Advisors LLC  ·  10 quarters on record

AI Ownership Summary

Ancora Advisors LLC reported HAMILTON LANE PRIVATE ASSETS F (XHLIX) in 10 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.02% in 2026 Q1. The latest visible filing shows XHLIX at 0.02% 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 XHLIX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Ancora Advisors LLC's position in HAMILTON LANE PRIVATE ASSETS F, 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 Q2

XHLIX was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% 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 Q2

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.

XHLIX stock page Ancora Advisors LLC fund profile Ancora Advisors LLC full holdings
How Ancora Advisors LLC held XHLIX — position size vs. price
% of Fund (quarterly)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED — — — 40,525 — 0% 0.02% $841K 2026-08-14 $19.54
2026 Q1 ADDED — — — 40,525 +582 +1.5% 0.02% $792K 2026-05-15 $19.54
2025 Q4 ADDED — — — 39,943 +107 +0.3% 0.02% $768K 2026-02-17 $19.12
2025 Q3 UNCHANGED — — — 39,836 — 0% 0.01% $737K 2025-11-14 $18.56
2025 Q2 UNCHANGED — — — 39,836 — 0% 0.01% $721K 2025-08-14 $18.25
2025 Q1 ADDED — — — 39,836 +472 +1.2% 0.02% $684K 2025-05-15 $17.10
2024 Q4 ADDED — — — 39,364 +87 +0.2% 0.01% $662K 2025-02-14 $16.48
2024 Q3 ADDED — — — 39,277 +6,076 +18.3% 0.01% $646K 2024-11-14 $16.48
2024 Q2 ADDED — — — 33,201 +20,551 +162.5% 0.01% $525K 2024-08-14 $15.90
2024 Q1 INITIATED — — — 12,650 — — 0.00% $199K 2024-05-16 —

🏢 Other funds also holding XHLIX

As of 2026 Q2 — sorted by position size

WELLINGTON-ALTUS USA INC. 0.98% FIRST AMERICAN TRUST, FSB 3Y 7Y 0.05%

FAQ About Ancora Advisors LLC and XHLIX

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

How long has Ancora Advisors LLC reported owning XHLIX?

Ancora Advisors LLC reported XHLIX across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported XHLIX position in Ancora Advisors LLC's portfolio?

The largest reported portfolio weight for XHLIX was 0.02% in 2026 Q1.

What is the latest reported XHLIX position on this page?

The most recent filing on this page is 2026 Q2, when Ancora Advisors LLC reported 40,525 shares, equal to 0.02% of portfolio, with an estimated market value of $841K.

What does the chart on this XHLIX ownership page compare?

The chart compares Ancora Advisors LLC's quarterly XHLIX 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.

How well did Ancora Advisors LLC time their XHLIX position?

Based on 13F filing dates vs. subsequent XHLIX price moves, Ancora Advisors LLC correctly timed 5 out of 6 reported position changes (83%).

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