AATIX SEC Filings — Ancora/Thelen Small-Mid Cap Fund
Data updated: 2026-08-28
48 SEC filings are listed: 14 prospectuses (latest Apr 30, 2026), 26 quarterly N-PORT holdings reports (latest Aug 28, 2026) and 8 annual N-CEN reports (latest Mar 5, 2026).
AATIX Prospectus (485BPOS)
Objective, strategy, fees and risks. 14 filings on SEC EDGAR.
AATIX Portfolio holdings (N-PORT)
Full holdings and monthly flows, filed quarterly. 26 filings on SEC EDGAR.
- Filed Aug 28, 2026
- Filed Jun 1, 2026
- Filed Mar 2, 2026
- Filed Nov 28, 2025
- Filed Aug 20, 2025
- Filed May 29, 2025
- Filed Feb 27, 2025
- Filed Nov 25, 2024
- Filed Aug 20, 2024
- Filed May 20, 2024
- Filed Feb 21, 2024
- Filed Oct 31, 2023
- Filed Aug 14, 2023
- Filed May 23, 2023
- Filed Feb 21, 2023
- Filed Nov 25, 2022
- Filed Aug 22, 2022
- Filed May 25, 2022
- Filed Feb 28, 2022
- Filed Nov 29, 2021
- Filed Aug 25, 2021
- Filed May 27, 2021
- Filed Feb 19, 2021
- Filed Nov 25, 2020
- Filed Oct 8, 2020
- Filed May 29, 2020
AATIX Annual census (N-CEN)
Service providers, brokerage and operations. 8 filings on SEC EDGAR.
Browse every Ancora/Thelen Small-Mid Cap Fund filing on SEC EDGAR
Data Sources
ABC INVEST compiles this page from public filings made to the U.S. Securities and Exchange Commission (SEC) through EDGAR: portfolio holdings and monthly cashflows from Form N-PORT, expenses and returns from fund prospectuses (Form 485BPOS) and the SEC DERA Risk/Return Summary data sets, and annual data from Form N-CEN.
For information only. Not investment advice: figures are as reported in SEC filings and may contain errors or be out of date. Past performance does not guarantee future results.