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Disclosery

Annex Advisory Services, LLC: F position timeline

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

Annex Advisory Services, LLC held 44,042 F 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 44,042 shares
    Change vs previous 13F -4,561 shares

    0.01% of the 13F portfolio, value $612,188.

    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 48,603 shares
    Change vs previous 13F +1,058 shares

    0.01% of the 13F portfolio, value $560,876.

    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 47,545 shares
    Change vs previous 13F +21,555 shares

    0.01% of the 13F portfolio, value $623,799.

    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 25,990 shares
    Change vs previous 13F +29 shares

    0.01% of the 13F portfolio, value $310,841.

    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 25,961 shares
    Change vs previous 13F -32 shares

    0.01% of the 13F portfolio, value $281,675.

    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 25,993 shares
    Change vs previous 13F -8,729 shares

    0.01% of the 13F portfolio, value $260,706.

    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 34,722 shares
    Change vs previous 13F -111 shares

    0.01% of the 13F portfolio, value $343,752.

    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 34,833 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $367,835.

    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).