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Disclosery

Annex Advisory Services, LLC: DGII position timeline

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

Annex Advisory Services, LLC held 36,360 DGII 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 36,360 shares
    Change vs previous 13F -642 shares

    0.05% of the 13F portfolio, value $2,725,182.

    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 37,002 shares
    Change vs previous 13F +10,823 shares

    0.03% of the 13F portfolio, value $1,783,496.

    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 26,179 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,133,289.

    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).