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Disclosery

Annex Advisory Services, LLC: ABT position timeline

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

Annex Advisory Services, LLC held 38,737 ABT 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 38,737 shares
    Change vs previous 13F -2,902 shares

    0.06% of the 13F portfolio, value $3,515,014.

    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 41,639 shares
    Change vs previous 13F -45,365 shares

    0.08% of the 13F portfolio, value $4,275,107.

    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 87,004 shares
    Change vs previous 13F +8,950 shares

    0.21% of the 13F portfolio, value $10,900,683.

    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 78,054 shares
    Change vs previous 13F +2,048 shares

    0.22% of the 13F portfolio, value $10,454,619.

    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 76,006 shares
    Change vs previous 13F +3,059 shares

    0.25% of the 13F portfolio, value $10,337,627.

    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 72,947 shares
    Change vs previous 13F -81 shares

    0.27% of the 13F portfolio, value $9,676,434.

    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 73,028 shares
    Change vs previous 13F +3,177 shares

    0.25% of the 13F portfolio, value $8,260,181.

    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 69,851 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $7,963,741.

    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).