Annex Advisory Services, LLC: AOS position timeline

Annex Advisory Services, LLC held 0 AOS shares at 2025-09-30 per its 13F-HR filed 2025-10-17.

the latest 13F is the newest step

1. period ended2025-09-30

   13F 0 shares

   Change vs previous 13F -3,141 shares

   13F-HR 0001542287-25-000002 filed by Annex Advisory Services, LLC
   Filed 2025-10-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-06-30

   13F 3,141 shares

   Change vs previous 13F -7,475 shares

   <0.01% of the 13F portfolio, value $205,970.

   13F-HR 0001085146-25-003756 filed by Annex Advisory Services, LLC
   Filed 2025-07-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-03-31

   13F 10,616 shares

   Change vs previous 13F -221,431 shares

   0.02% of the 13F portfolio, value $693,848.

   13F-HR 0001085146-25-002042 filed by Annex Advisory Services, LLC
   Filed 2025-04-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2024-12-31

   13F 232,047 shares

   Change vs previous 13F +75,281 shares

   0.48% of the 13F portfolio, value $15,827,909.

   13F-HR 0001085146-25-000240 filed by Annex Advisory Services, LLC
   Filed 2025-01-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2024-09-30

   13F 156,766 shares

   Change vs previous 13F not available

   0.45% of the 13F portfolio, value $14,082,266.

   13F-HR 0001085146-24-004836 filed by Annex Advisory Services, LLC
   Filed 2024-10-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).