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Disclosery

Annex Advisory Services, LLC: AVDE position timeline

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

Annex Advisory Services, LLC held 1,504,548 AVDE 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 1,504,548 shares
    Change vs previous 13F -51,157 shares

    2.29% of the 13F portfolio, value $134,205,642.

    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 1,555,705 shares
    Change vs previous 13F -331,556 shares

    2.47% of the 13F portfolio, value $131,985,997.

    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 1,887,261 shares
    Change vs previous 13F -244,051 shares

    2.97% of the 13F portfolio, value $155,359,328.

    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 2,131,312 shares
    Change vs previous 13F -211,016 shares

    3.58% of the 13F portfolio, value $168,160,491.

    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 2,342,328 shares
    Change vs previous 13F -1,447,693 shares

    4.17% of the 13F portfolio, value $173,355,704.

    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 3,790,021 shares
    Change vs previous 13F -1,145,191 shares

    7.12% of the 13F portfolio, value $251,164,694.

    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 4,935,212 shares
    Change vs previous 13F -825,194 shares

    9.13% of the 13F portfolio, value $302,873,962.

    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 5,760,406 shares
    Change vs previous 13F not available

    12.35% of the 13F portfolio, value $386,119,986.

    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).