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Disclosery

Annapolis Financial Services, LLC: NEE position timeline

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

Annapolis Financial Services, LLC held 2,725 NEE shares at 2024-09-30 per its 13F-HR filed 2024-10-16.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 2,725 shares
    Change vs previous 13F +4 shares

    0.07% of the 13F portfolio, value $230,309.

    13F-HR 0001843110-24-000006 filed by Annapolis Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2024-06-30
    13F 2,721 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $192,675.

    13F-HR 0001843110-24-000004 filed by Annapolis Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-03-31
    13F 2,721 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $173,900.

    13F-HR 0001843110-24-000003 filed by Annapolis Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2023-12-31
    13F 2,721 shares
    Change vs previous 13F -90 shares

    0.04% of the 13F portfolio, value $165,274.

    13F-HR 0001843110-24-000002 filed by Annapolis Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2023-09-30
    13F 2,811 shares
    Change vs previous 13F +164 shares

    0.05% of the 13F portfolio, value $161,043.

    13F-HR 0001843110-23-000004 filed by Annapolis Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2023-06-30
    13F 2,647 shares
    Change vs previous 13F -219 shares

    0.06% of the 13F portfolio, value $196,408.

    13F-HR 0001843110-23-000003 filed by Annapolis Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2023-03-31
    13F 2,866 shares
    Change vs previous 13F -6,000 shares

    0.07% of the 13F portfolio, value $220,912.

    13F-HR 0001843110-23-000002 filed by Annapolis Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2022-12-31
    13F 8,866 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $741,198.

    13F-HR 0001843110-23-000001 filed by Annapolis Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).