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Disclosery

Annex Advisory Services, LLC: BMO position timeline

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

Annex Advisory Services, LLC held 3,836 BMO 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 3,836 shares
    Change vs previous 13F -89 shares

    0.01% of the 13F portfolio, value $677,827.

    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 3,925 shares
    Change vs previous 13F +221 shares

    0.01% of the 13F portfolio, value $531,272.

    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 3,704 shares
    Change vs previous 13F +245 shares

    0.01% of the 13F portfolio, value $480,684.

    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 3,459 shares
    Change vs previous 13F +640 shares

    0.01% of the 13F portfolio, value $450,589.

    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 2,819 shares
    Change vs previous 13F +562 shares

    0.01% of the 13F portfolio, value $311,873.

    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 2,257 shares
    Change vs previous 13F +25 shares

    0.01% of the 13F portfolio, value $215,609.

    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 2,232 shares
    Change vs previous 13F -578 shares

    0.01% of the 13F portfolio, value $216,604.

    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 2,810 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $253,467.

    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).