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Disclosery

Annex Advisory Services, LLC: AIZ position timeline

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

Annex Advisory Services, LLC held 9,812 AIZ 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 9,812 shares
    Change vs previous 13F -7 shares

    0.04% of the 13F portfolio, value $2,634,724.

    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 9,819 shares
    Change vs previous 13F +1 shares

    0.04% of the 13F portfolio, value $2,138,616.

    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 9,818 shares
    Change vs previous 13F +2,192 shares

    0.05% of the 13F portfolio, value $2,364,610.

    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 7,626 shares
    Change vs previous 13F +1 shares

    0.04% of the 13F portfolio, value $1,651,772.

    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 7,625 shares
    Change vs previous 13F -460 shares

    0.04% of the 13F portfolio, value $1,505,870.

    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 8,085 shares
    Change vs previous 13F -24 shares

    0.05% of the 13F portfolio, value $1,695,850.

    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 8,109 shares
    Change vs previous 13F -9 shares

    0.05% of the 13F portfolio, value $1,729,047.

    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 8,118 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,614,415.

    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).