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Disclosery

Annex Advisory Services, LLC: CVE position timeline

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

Annex Advisory Services, LLC held 159,084 CVE 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 159,084 shares
    Change vs previous 13F +12,517 shares

    0.07% of the 13F portfolio, value $3,946,870.

    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 146,567 shares
    Change vs previous 13F -21,412 shares

    0.07% of the 13F portfolio, value $3,888,424.

    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 167,979 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $2,842,205.

    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).