Anchor Investment Management, LLC
Position in IVES — Dan IVES Wedbush AI Revolution ETF
CIK 1634149
COLUMBIA, SC
Position in IVES
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$510
-$58 QoQ
Shares Held
18
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IVES Over Time
Shares Held
Position Value (USD)
All Filings in IVES
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $510 | 18 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $568 | 18 | Shares | Sole | 2026-02-26 | |
| 2025-09-30 | $578 | 18 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $487 | 18 | Shares | Sole | 2025-08-19 | |
| No filing history on record for this holder in this stock. | ||||||