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Disclosery

Annex Advisory Services, LLC: ADI position timeline

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

Annex Advisory Services, LLC held 236,780 ADI 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 236,780 shares
    Change vs previous 13F -3,705 shares

    1.61% of the 13F portfolio, value $94,041,750.

    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 240,485 shares
    Change vs previous 13F +108,484 shares

    1.43% of the 13F portfolio, value $76,508,045.

    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 132,001 shares
    Change vs previous 13F +130,304 shares

    0.68% of the 13F portfolio, value $35,798,746.

    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 1,697 shares
    Change vs previous 13F +15 shares

    0.01% of the 13F portfolio, value $417,054.

    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 1,682 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $400,384.

    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 1,682 shares
    Change vs previous 13F -37 shares

    0.01% of the 13F portfolio, value $339,181.

    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 1,719 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $365,158.

    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).