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Disclosery

Annex Advisory Services, LLC: AVUV position timeline

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

Annex Advisory Services, LLC held 8,917 AVUV 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 8,917 shares
    Change vs previous 13F -257 shares

    0.02% of the 13F portfolio, value $1,112,507.

    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 9,174 shares
    Change vs previous 13F -759 shares

    0.02% of the 13F portfolio, value $1,013,450.

    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 9,933 shares
    Change vs previous 13F -744 shares

    0.02% of the 13F portfolio, value $1,013,006.

    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 10,677 shares
    Change vs previous 13F -755 shares

    0.02% of the 13F portfolio, value $1,062,691.

    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 11,432 shares
    Change vs previous 13F -4,166 shares

    0.03% of the 13F portfolio, value $1,041,482.

    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 15,598 shares
    Change vs previous 13F -4,805 shares

    0.04% of the 13F portfolio, value $1,359,669.

    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 20,403 shares
    Change vs previous 13F -2,105 shares

    0.06% of the 13F portfolio, value $1,969,500.

    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 22,508 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $2,159,618.

    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).