Skip to content
Disclosery

Annex Advisory Services, LLC: BAB position timeline

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

Annex Advisory Services, LLC held 3,331,378 BAB 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 3,331,378 shares
    Change vs previous 13F +151,384 shares

    1.53% of the 13F portfolio, value $89,414,166.

    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 3,179,994 shares
    Change vs previous 13F +114,345 shares

    1.61% of the 13F portfolio, value $85,732,623.

    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 3,065,649 shares
    Change vs previous 13F not available

    1.59% of the 13F portfolio, value $83,385,655.

    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).