Skip to content
Disclosery

Annex Advisory Services, LLC: CRM position timeline

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

Annex Advisory Services, LLC held 3,664 CRM 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 3,664 shares
    Change vs previous 13F -61,383 shares

    0.01% of the 13F portfolio, value $573,965.

    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 65,047 shares
    Change vs previous 13F +26,882 shares

    0.23% of the 13F portfolio, value $12,142,256.

    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 38,165 shares
    Change vs previous 13F -105,947 shares

    0.19% of the 13F portfolio, value $10,110,112.

    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 144,112 shares
    Change vs previous 13F +7,917 shares

    0.73% of the 13F portfolio, value $34,154,619.

    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 136,195 shares
    Change vs previous 13F +15,839 shares

    0.89% of the 13F portfolio, value $37,138,967.

    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 120,356 shares
    Change vs previous 13F +35,949 shares

    0.92% of the 13F portfolio, value $32,298,656.

    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 84,407 shares
    Change vs previous 13F +8,722 shares

    0.85% of the 13F portfolio, value $28,219,876.

    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 75,685 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $20,715,814.

    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).