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Disclosery

Annex Advisory Services, LLC: DGRO position timeline

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

Annex Advisory Services, LLC held 2,994 DGRO 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 2,994 shares
    Change vs previous 13F -653 shares

    <0.01% of the 13F portfolio, value $226,915.

    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 3,647 shares
    Change vs previous 13F -1,056 shares

    <0.01% of the 13F portfolio, value $255,946.

    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 4,703 shares
    Change vs previous 13F -371 shares

    0.01% of the 13F portfolio, value $326,453.

    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 5,074 shares
    Change vs previous 13F -274 shares

    0.01% of the 13F portfolio, value $345,471.

    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 5,348 shares
    Change vs previous 13F -2,407 shares

    0.01% of the 13F portfolio, value $341,977.

    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 7,755 shares
    Change vs previous 13F -2,972 shares

    0.01% of the 13F portfolio, value $479,127.

    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 10,727 shares
    Change vs previous 13F -1,576 shares

    0.02% of the 13F portfolio, value $658,015.

    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 12,303 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $771,294.

    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).