Lokken Investment Group’s Annovis Bio ANVS Stock Holding History

Lokken Investment Group’s Portfolio ANVS Stock Details ANVS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$60.5K	Buy	29,248 +13	+0%	+$32	0.02%	148
2025 Q2	$63.4K	Hold	29,235	–	–	0.02%	138
2025 Q1	$43.9K	Buy	29,235 +11,000	+60%	+$33.7K	0.02%	132
2024 Q4	$91.7K	Buy	18,235 +6,000	+49%	+$43.4K	0.04%	139
2024 Q3	$98.6K	Hold	12,235	–	–	0.04%	157
2024 Q2	$70.5K	Hold	12,235	–	–	0.03%	150
2024 Q1	$146K	Buy	+12,235	New	+$134K	0.07%	135
2021 Q2	–	Sell	-17,411	Closed	-$486K	–	116
2021 Q1	$486K	Sell	17,411 -14,800	-46%	-$317K	0.43%	53
2020 Q4	$243K	Buy	+32,211	New	+$174K	0.22%	88

Other funds holding ANVS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

GWM

Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return

WFAG

Wescott Financial Advisory Group Philadelphia, Pennsylvania $1.14B AUM 16.59% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Lokken Investment Group's ANVS Position: Q3 2025 in Review

Lokken Investment Group increased its Annovis Bio (ANVS) stake by 0.04% in Q3 2025, buying an estimated $32 and bringing the position to 29,248 shares worth $60.5K. The position accounts for 0.02% of the portfolio, ranked #148.

Lokken Investment Group first reported a position in ANVS in Q4 2020 and has held it in 9 quarters since. The position peaked at $486K in Q1 2021. 42 funds tracked by Wall St. Rank hold ANVS as of Q3 2025.

Lokken Investment Group held 29,248 shares of Annovis Bio worth $60.5K as of Q3 2025.
Lokken Investment Group bought 13 Annovis Bio shares in Q3 2025, an estimated $32.
Annovis Bio made up 0.02% of Lokken Investment Group's portfolio in Q3 2025, its #148 holding.
Lokken Investment Group first reported a position in Annovis Bio in Q4 2020 and has held it in 9 quarters since.
Lokken Investment Group's Annovis Bio position peaked at $486K in Q1 2021.
42 funds tracked by Wall St. Rank held Annovis Bio as of Q3 2025.

Based on Lokken Investment Group's 13F filing for Q3 2025, filed 5 Nov 2025.