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Disclosery

Annex Advisory Services, LLC: DCO position timeline

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

Annex Advisory Services, LLC held 19,658 DCO 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 19,658 shares
    Change vs previous 13F -828 shares

    0.06% of the 13F portfolio, value $3,640,858.

    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 20,486 shares
    Change vs previous 13F -4,338 shares

    0.05% of the 13F portfolio, value $2,499,292.

    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 24,824 shares
    Change vs previous 13F -404 shares

    0.05% of the 13F portfolio, value $2,361,507.

    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 25,228 shares
    Change vs previous 13F -4,503 shares

    0.05% of the 13F portfolio, value $2,425,168.

    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 29,731 shares
    Change vs previous 13F -5,993 shares

    0.06% of the 13F portfolio, value $2,456,673.

    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 35,724 shares
    Change vs previous 13F -1,687 shares

    0.06% of the 13F portfolio, value $2,073,064.

    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 37,411 shares
    Change vs previous 13F +10,228 shares

    0.07% of the 13F portfolio, value $2,381,584.

    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 27,183 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,789,457.

    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).