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Disclosery

Annex Advisory Services, LLC: AVEM position timeline

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

Annex Advisory Services, LLC held 1,548,921 AVEM 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 1,548,921 shares
    Change vs previous 13F +15,884 shares

    2.55% of the 13F portfolio, value $149,455,413.

    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 1,533,037 shares
    Change vs previous 13F -573,396 shares

    2.31% of the 13F portfolio, value $123,532,113.

    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 2,106,433 shares
    Change vs previous 13F -80,170 shares

    3.1% of the 13F portfolio, value $162,237,486.

    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 2,186,603 shares
    Change vs previous 13F +418,877 shares

    3.5% of the 13F portfolio, value $164,235,724.

    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 1,767,726 shares
    Change vs previous 13F -40,153 shares

    2.92% of the 13F portfolio, value $121,159,914.

    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 1,807,879 shares
    Change vs previous 13F -276,082 shares

    3.08% of the 13F portfolio, value $108,780,093.

    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 2,083,961 shares
    Change vs previous 13F -455,138 shares

    3.69% of the 13F portfolio, value $122,516,084.

    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 2,539,099 shares
    Change vs previous 13F not available

    5.25% of the 13F portfolio, value $164,025,824.

    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).