ANCORA FAMILY WEALTH ADVISORS, LLC

13F Filings History

Latest 13F report
Q3 2024 - Nov 14, 2024
Signature - Title
Jason Geers - CCO
Location
Cleveland, OH
Summary
This page shows a list of all the recent 13F filings made by ANCORA FAMILY WEALTH ADVISORS, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. ANCORA FAMILY WEALTH ADVISORS, LLC didn't report any stock holdings as of Q3 2024. Ancora Advisors LLC is reporting for ANCORA FAMILY WEALTH ADVISORS, LLC.
Holdings Value

Ancora Advisors LLC is reporting for ANCORA FAMILY WEALTH ADVISORS, LLC:

Name Holdings Value Location File Number
Ancora Advisors LLC $4.39B Cleveland, OH 028-13214
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 13F-NT 11/14/2024, 04:09 PM
Q2 2024 13F-NT 8/14/2024, 04:35 PM
Q1 2024 13F-NT 5/15/2024, 05:59 PM
Q4 2023 13F-NT 2/14/2024, 04:11 PM
Q3 2023 0 13F-NT 11/14/2023, 04:01 PM
Q2 2023 0 13F-NT 8/14/2023, 04:05 PM
Q1 2023 0 13F-NT 5/15/2023, 04:04 PM
Q4 2022 0 13F-NT 2/14/2023, 03:21 PM
Q3 2022 0 13F-NT 11/14/2022, 03:03 PM
Q2 2022 0 13F-NT 8/15/2022, 04:07 PM
Q1 2022 0 13F-NT 5/13/2022, 03:59 PM
Q4 2021 0 13F-NT 2/14/2022, 04:14 PM
Q2 2021 0 13F-NT 8/13/2021, 04:09 PM
Q1 2021 0 13F-NT 5/14/2021, 04:26 PM
Q4 2020 0 13F-NT 2/12/2021, 03:35 PM
Q3 2020 0 13F-NT 11/13/2020, 03:07 PM
Q2 2020 0 13F-NT 8/14/2020, 08:34 AM
Q1 2020 0 13F-NT 5/14/2020, 10:10 AM
Q4 2019 0 13F-NT 2/14/2020, 03:42 PM
Q3 2019 0 13F-NT 11/14/2019, 02:58 PM
Q2 2019 0 13F-NT 8/12/2019, 04:33 PM
Q1 2019 0 13F-NT 5/15/2019, 10:39 AM
Q4 2018 0 13F-NT 2/14/2019, 05:07 PM
Q3 2018 0 13F-NT 11/13/2018, 10:37 AM
Q2 2018 0 13F-NT 8/10/2018, 03:01 PM
Q1 2018 0 13F-NT 5/15/2018, 12:54 PM
Q4 2017 0 13F-NT 2/13/2018, 04:48 PM
Q3 2017 0 13F-NT 11/14/2017, 12:39 PM
Q2 2017 0 13F-NT 8/14/2017, 04:29 PM
Q1 2017 0 13F-NT 5/15/2017, 04:28 PM
Q4 2016 0 13F-NT 2/14/2017, 04:00 PM
Q3 2016 213 $293M +$31.6M -$7.29M +$24.3M SJM, SCHZ, AAPL, XOM, SCHX 13F-HR 11/4/2016, 03:27 PM
Q2 2016 189 $264M +$27M -$15.3M +$11.7M SJM, SCHZ, XOM, CVX, AAPL 13F-HR 8/2/2016, 03:59 PM
Q1 2016 178 $245M +$16.7M -$10.7M +$6M SCHZ, SJM, AAPL, CVX, XOM 13F-HR 5/12/2016, 10:23 AM
Q4 2015 183 $234M +$17.9M -$33M -$15.1M SCHZ, SJM, AAPL, CVX, XOM 13F-HR 2/17/2016, 03:11 PM
Q3 2015 198 $240M $0 $0 SJM, SCHZ, AAPL, SCHX, PEP 13F-HR 11/6/2015, 02:56 PM