Ancora Family Wealth Advisors, Llc

13F Filings History

Latest 13F report
Q3 2025 - Nov 14, 2025
Signature - Title
Robert Renner - 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 212 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.

Email me when Ancora Family Wealth Advisors, Llc files a new 13F portfolio report.

⭐ Subscribe ⭐
Holdings Value

Ancora Advisors LLC is reporting for Ancora Family Wealth Advisors, Llc:

Name Holdings Value Location File Number
Ancora Advisors LLC $4.99B Cleveland, OH 028-13214
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2025 13F-NT 11/14/2025, 04:14 PM
Q2 2025 13F-NT 8/14/2025, 04:20 PM
Q1 2025 13F-NT 5/15/2025, 04:07 PM
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 13F-NT 11/14/2023, 04:01 PM
Q2 2023 13F-NT 8/14/2023, 05:05 PM
Q1 2023 13F-NT 5/15/2023, 04:04 PM
Q4 2022 13F-NT 2/14/2023, 03:21 PM
Q3 2022 13F-NT 11/14/2022, 03:03 PM
Q2 2022 13F-NT 8/15/2022, 04:07 PM
Q1 2022 13F-NT 5/13/2022, 03:59 PM
Q4 2021 13F-NT 2/14/2022, 04:14 PM
Q2 2021 13F-NT 8/13/2021, 04:09 PM
Q1 2021 13F-NT 5/14/2021, 04:26 PM
Q4 2020 13F-NT 2/12/2021, 03:35 PM
Q3 2020 13F-NT 11/13/2020, 03:07 PM
Q2 2020 13F-NT 8/14/2020, 08:34 AM
Q1 2020 13F-NT 5/14/2020, 10:10 AM
Q4 2019 13F-NT 2/14/2020, 03:42 PM
Q3 2019 13F-NT 11/14/2019, 02:58 PM
Q2 2019 13F-NT 8/12/2019, 04:33 PM
Q1 2019 13F-NT 5/15/2019, 10:39 AM
Q4 2018 13F-NT 2/14/2019, 05:07 PM
Q3 2018 13F-NT 11/13/2018, 10:37 AM
Q2 2018 13F-NT 8/10/2018, 03:01 PM
Q1 2018 13F-NT 5/15/2018, 12:54 PM
Q4 2017 13F-NT 2/13/2018, 04:48 PM
Q3 2017 13F-NT 11/14/2017, 12:39 PM
Q2 2017 13F-NT 8/14/2017, 04:29 PM
Q1 2017 13F-NT 5/15/2017, 04:28 PM
Q4 2016 13F-NT 2/14/2017, 04:00 PM
Q3 2016 212 $293M +$31.6M -$6.33M +$25.3M SJM, SCHZ, AAPL, XOM, SCHX 13F-HR 11/4/2016, 03:27 PM
Q2 2016 189 $264M +$27M -$12.7M +$14.3M SJM, SCHZ, XOM, CVX, AAPL 13F-HR 8/2/2016, 03:59 PM
Q1 2016 178 $245M +$16.7M -$6.47M +$10.2M SCHZ, SJM, AAPL, CVX, XOM 13F-HR 5/12/2016, 10:23 AM
Q4 2015 183 $234M +$17.9M -$26.8M -$8.95M SCHZ, SJM, AAPL, CVX, XOM 13F-HR 2/17/2016, 02:11 PM
Q3 2015 198 $240M SJM, SCHZ, AAPL, SCHX, PEP 13F-HR 11/6/2015, 01:56 PM