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Disclosery

Annex Advisory Services, LLC: BMI position timeline

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

Annex Advisory Services, LLC held 13,301 BMI 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 13,301 shares
    Change vs previous 13F +600 shares

    0.03% of the 13F portfolio, value $1,973,583.

    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 12,701 shares
    Change vs previous 13F -99 shares

    0.04% of the 13F portfolio, value $1,934,929.

    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 12,800 shares
    Change vs previous 13F -39 shares

    0.04% of the 13F portfolio, value $2,232,525.

    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 12,839 shares
    Change vs previous 13F +1 shares

    0.05% of the 13F portfolio, value $2,292,778.

    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 12,838 shares
    Change vs previous 13F -50 shares

    0.08% of the 13F portfolio, value $3,144,770.

    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 12,888 shares
    Change vs previous 13F -47 shares

    0.07% of the 13F portfolio, value $2,451,960.

    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 12,935 shares
    Change vs previous 13F +12,001 shares

    0.08% of the 13F portfolio, value $2,743,705.

    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 934 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $204,066.

    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).