Ancora Inverness, LLC

13F Portfolio Filings

Most recent 13F
Q3 2016
Holdings reported by
Location
Beachwood, OH
CIK
0001657660
Alternate names
Inverness Investment Group, LLC
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q2 2026 Reported by Ancora Advisors LLC 13F-NT 8/17/2026 000165766026000008
Q1 2026 Reported by Ancora Advisors LLC 13F-NT 5/15/2026 000165766026000005
Q4 2025 Reported by Ancora Advisors LLC 13F-NT 2/17/2026 000165766026000002
Q3 2025 Reported by Ancora Advisors LLC 13F-NT 11/14/2025 000165766025000005
Q2 2025 Reported by Ancora Advisors LLC 13F-NT 8/14/2025 000144611425000039
Q1 2025 Reported by Ancora Advisors LLC 13F-NT 5/15/2025 000144611425000025
Q4 2024 Reported by Ancora Advisors LLC 13F-NT 2/14/2025 000144611425000011
Q3 2024 Reported by Ancora Advisors LLC 13F-NT 11/14/2024 000144611424000031
Q2 2024 Reported by Ancora Advisors LLC 13F-NT 8/14/2024 000144611424000021
Q1 2024 Reported by Ancora Advisors LLC 13F-NT 5/16/2024 000144611424000018
Q4 2023 Reported by Ancora Advisors LLC 13F-NT 2/14/2024 000144611424000012
Q3 2016 213 293,405 SJM, SCHZ, AAPL, XOM 13F-HR 11/4/2016 000116204416002575
Q2 2016 189 264,086 SJM, SCHZ, XOM, CVX 13F-HR 8/2/2016 000116204416002127
Q1 2016 178 245,461 SCHZ, SJM, AAPL, CVX 13F-HR 5/12/2016 000116204416001855
Q4 2015 183 233,780 SCHZ, SJM, AAPL, CVX 13F-HR 2/17/2016 000116204416001475
Q3 2015 198 239,992 SJM, SCHZ, AAPL, SCHX 13F-HR 11/6/2015 000116204415001159