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Disclosery

Annex Advisory Services, LLC: AFL position timeline

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

Annex Advisory Services, LLC held 13,237 AFL 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 13,237 shares
    Change vs previous 13F +385 shares

    0.03% of the 13F portfolio, value $1,552,095.

    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 12,852 shares
    Change vs previous 13F -1,347 shares

    0.03% of the 13F portfolio, value $1,409,978.

    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 14,199 shares
    Change vs previous 13F -112 shares

    0.03% of the 13F portfolio, value $1,565,751.

    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 14,311 shares
    Change vs previous 13F -280 shares

    0.03% of the 13F portfolio, value $1,598,500.

    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 14,591 shares
    Change vs previous 13F -495 shares

    0.04% of the 13F portfolio, value $1,538,770.

    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 15,086 shares
    Change vs previous 13F -218 shares

    0.05% of the 13F portfolio, value $1,677,456.

    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 15,304 shares
    Change vs previous 13F +11,097 shares

    0.05% of the 13F portfolio, value $1,583,026.

    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 4,207 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $470,377.

    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).