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Disclosery

Annex Advisory Services, LLC: AAPL position timeline

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

Annex Advisory Services, LLC held 453,907 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 453,907 shares
    Change vs previous 13F -6,213 shares

    2.24% of the 13F portfolio, value $131,342,546.

    13F-HR 0001542287-26-000003 filed by Annex Advisory 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 ended2026-03-31
    13F 460,120 shares
    Change vs previous 13F -5,073 shares

    2.19% of the 13F portfolio, value $116,773,934.

    13F-HR 0001542287-26-000002 filed by Annex Advisory 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 ended2025-12-31
    13F 465,193 shares
    Change vs previous 13F +49,301 shares

    2.42% of the 13F portfolio, value $126,467,410.

    13F-HR 0001542287-26-000001 filed by Annex Advisory 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 ended2025-09-30
    13F 415,892 shares
    Change vs previous 13F -12,570 shares

    2.25% of the 13F portfolio, value $105,898,671.

    13F-HR 0001542287-25-000002 filed by Annex Advisory 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 ended2025-06-30
    13F 428,462 shares
    Change vs previous 13F +36,654 shares

    2.12% of the 13F portfolio, value $87,907,484.

    13F-HR 0001085146-25-003756 filed by Annex Advisory 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 ended2025-03-31
    13F 391,808 shares
    Change vs previous 13F +48,783 shares

    2.47% of the 13F portfolio, value $87,032,278.

    13F-HR 0001085146-25-002042 filed by Annex Advisory 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 ended2024-12-31
    13F 343,025 shares
    Change vs previous 13F +44,417 shares

    2.59% of the 13F portfolio, value $85,900,240.

    13F-HR 0001085146-25-000240 filed by Annex Advisory 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 ended2024-09-30
    13F 298,608 shares
    Change vs previous 13F not available

    2.23% of the 13F portfolio, value $69,575,652.

    13F-HR 0001085146-24-004836 filed by Annex Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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