13F History

ANCORA FAMILY WEALTH ADVISORS, LLC

13F Filings History

Latest 13F report: Q4 2024 - Feb 14, 2025
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 reported 213 stock holdings with total value $293M as of Q3 2016. Top holdings included SJM, SCHZ, AAPL, XOM, and SCHX. 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	$4.47B	Cleveland, OH	028-13214

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q4 2024							13F-NT	2/14/2025, 04:20 PM
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

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