Skip to content
Disclosery

Annex Advisory Services, LLC: CL position timeline

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

Annex Advisory Services, LLC held 5,761 CL 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 5,761 shares
    Change vs previous 13F -1,725 shares

    0.01% of the 13F portfolio, value $528,103.

    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 7,486 shares
    Change vs previous 13F -481 shares

    0.01% of the 13F portfolio, value $638,033.

    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 7,967 shares
    Change vs previous 13F -98,101 shares

    0.01% of the 13F portfolio, value $629,628.

    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 106,068 shares
    Change vs previous 13F +2,437 shares

    0.18% of the 13F portfolio, value $8,479,070.

    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 103,631 shares
    Change vs previous 13F -5,359 shares

    0.23% of the 13F portfolio, value $9,420,060.

    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 108,990 shares
    Change vs previous 13F +32,085 shares

    0.29% of the 13F portfolio, value $10,212,377.

    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 76,905 shares
    Change vs previous 13F +72,950 shares

    0.21% of the 13F portfolio, value $6,991,434.

    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 3,955 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $410,569.

    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).