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Disclosery

Annex Advisory Services, LLC: AEM position timeline

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

Annex Advisory Services, LLC held 29,007 AEM 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 29,007 shares
    Change vs previous 13F +11,995 shares

    0.08% of the 13F portfolio, value $4,499,881.

    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 17,012 shares
    Change vs previous 13F -3,400 shares

    0.06% of the 13F portfolio, value $3,453,017.

    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 20,412 shares
    Change vs previous 13F +8 shares

    0.07% of the 13F portfolio, value $3,460,420.

    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 20,404 shares
    Change vs previous 13F -1,285 shares

    0.07% of the 13F portfolio, value $3,439,344.

    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 21,689 shares
    Change vs previous 13F -64 shares

    0.06% of the 13F portfolio, value $2,579,437.

    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 21,753 shares
    Change vs previous 13F -18,820 shares

    0.07% of the 13F portfolio, value $2,358,250.

    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 40,573 shares
    Change vs previous 13F -1,711 shares

    0.1% of the 13F portfolio, value $3,173,241.

    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 42,284 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $3,406,385.

    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).