Annapolis Financial Services, LLC: CUBE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Annapolis Financial Services, LLC on CUBE, newest first. How the timeline and the estimate are built.

Annapolis Financial Services, LLC held 0 CUBE shares at 2024-06-30 per its 13F-HR filed 2024-07-17.

the latest 13F is the newest step

period ended2024-06-30
13F 0 shares
Change vs previous 13F -16,071 shares
13F-HR 0001843110-24-000004 filed by Annapolis Financial Services, LLC
Filed 2024-07-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC
Acceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
period ended2024-03-31
13F 16,071 shares
Change vs previous 13F 0 shares
0.24% of the 13F portfolio, value $726,731.
13F-HR 0001843110-24-000003 filed by Annapolis Financial Services, LLC
Filed 2024-04-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2023-12-31
13F 16,071 shares
Change vs previous 13F +16,071 shares
0.19% of the 13F portfolio, value $744,891.
13F-HR 0001843110-24-000002 filed by Annapolis Financial Services, LLC
Filed 2024-02-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2023-09-30
13F 0 shares
Change vs previous 13F -14,375 shares
13F-HR 0001843110-23-000004 filed by Annapolis Financial Services, LLC
Filed 2023-10-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:30:40 UTC
Acceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
period ended2023-06-30
13F 14,375 shares
Change vs previous 13F 0 shares
0.18% of the 13F portfolio, value $641,988.
13F-HR 0001843110-23-000003 filed by Annapolis Financial Services, LLC
Filed 2023-07-18 (acceptance time not in the bulk data set), ingested 2026-10-07 18:31:37 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2023-03-31
13F 14,375 shares
Change vs previous 13F -500 shares
0.2% of the 13F portfolio, value $664,413.
13F-HR 0001843110-23-000002 filed by Annapolis Financial Services, LLC
Filed 2023-04-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:32:36 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2022-12-31
13F 14,875 shares
Change vs previous 13F not available
0.19% of the 13F portfolio, value $598,719.
13F-HR 0001843110-23-000001 filed by Annapolis Financial Services, LLC
Filed 2023-01-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:33:21 UTC
Acceptance time not in the bulk data set (spec §4.2).