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Disclosery

Annex Advisory Services, LLC: FAST position timeline

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

Annex Advisory Services, LLC held 12,520 FAST 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 12,520 shares
    Change vs previous 13F +128 shares

    0.01% of the 13F portfolio, value $601,336.

    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 12,392 shares
    Change vs previous 13F +1,974 shares

    0.01% of the 13F portfolio, value $574,989.

    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 10,418 shares
    Change vs previous 13F +14 shares

    0.01% of the 13F portfolio, value $418,074.

    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 10,404 shares
    Change vs previous 13F -170 shares

    0.01% of the 13F portfolio, value $510,212.

    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 10,574 shares
    Change vs previous 13F +5,239 shares

    0.01% of the 13F portfolio, value $444,108.

    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 5,335 shares
    Change vs previous 13F -202 shares

    0.01% of the 13F portfolio, value $413,729.

    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 5,537 shares
    Change vs previous 13F +272 shares

    0.01% of the 13F portfolio, value $398,166.

    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 5,265 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $376,026.

    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).