Skip to content
Disclosery

Annex Advisory Services, LLC: AMAT position timeline

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

Annex Advisory Services, LLC held 15,145 AMAT 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 15,145 shares
    Change vs previous 13F -1,676 shares

    0.19% of the 13F portfolio, value $10,949,844.

    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 16,821 shares
    Change vs previous 13F -1,147 shares

    0.11% of the 13F portfolio, value $5,749,112.

    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 17,968 shares
    Change vs previous 13F +4,770 shares

    0.09% of the 13F portfolio, value $4,617,625.

    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 13,198 shares
    Change vs previous 13F -2,935 shares

    0.06% of the 13F portfolio, value $2,702,206.

    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 16,133 shares
    Change vs previous 13F -3,293 shares

    0.07% of the 13F portfolio, value $2,953,538.

    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 19,426 shares
    Change vs previous 13F -13,048 shares

    0.08% of the 13F portfolio, value $2,819,033.

    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 32,474 shares
    Change vs previous 13F -101,880 shares

    0.16% of the 13F portfolio, value $5,281,300.

    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 134,354 shares
    Change vs previous 13F not available

    0.87% of the 13F portfolio, value $27,146,255.

    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).