Skip to content
Disclosery

Annex Advisory Services, LLC: AVUS position timeline

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

Annex Advisory Services, LLC held 2,025,359 AVUS 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 2,025,359 shares
    Change vs previous 13F +96,288 shares

    4.43% of the 13F portfolio, value $259,407,930.

    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 1,929,071 shares
    Change vs previous 13F -535,366 shares

    4.02% of the 13F portfolio, value $214,474,042.

    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 2,464,437 shares
    Change vs previous 13F -155,267 shares

    5.26% of the 13F portfolio, value $275,474,732.

    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 2,619,704 shares
    Change vs previous 13F +34,332 shares

    6.06% of the 13F portfolio, value $284,761,814.

    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 2,585,372 shares
    Change vs previous 13F +266,285 shares

    6.28% of the 13F portfolio, value $260,657,173.

    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 2,319,087 shares
    Change vs previous 13F -1,244,485 shares

    6.07% of the 13F portfolio, value $214,237,239.

    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 3,563,572 shares
    Change vs previous 13F +169,636 shares

    10.41% of the 13F portfolio, value $345,417,076.

    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 3,393,936 shares
    Change vs previous 13F not available

    10.33% of the 13F portfolio, value $322,933,045.

    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).