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Disclosery

Annex Advisory Services, LLC: AMGN position timeline

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

Annex Advisory Services, LLC held 12,459 AMGN 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 12,459 shares
    Change vs previous 13F -529 shares

    0.08% of the 13F portfolio, value $4,511,705.

    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 12,988 shares
    Change vs previous 13F +231 shares

    0.09% of the 13F portfolio, value $4,569,865.

    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 12,757 shares
    Change vs previous 13F +1,905 shares

    0.08% of the 13F portfolio, value $4,175,571.

    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 10,852 shares
    Change vs previous 13F -378 shares

    0.07% of the 13F portfolio, value $3,062,546.

    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 11,230 shares
    Change vs previous 13F +85 shares

    0.08% of the 13F portfolio, value $3,135,495.

    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 11,145 shares
    Change vs previous 13F -4,623 shares

    0.1% of the 13F portfolio, value $3,472,232.

    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 15,768 shares
    Change vs previous 13F -2,027 shares

    0.12% of the 13F portfolio, value $4,109,727.

    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 17,795 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $5,733,865.

    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).