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Disclosery

Annex Advisory Services, LLC: FCFS position timeline

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

Annex Advisory Services, LLC held 12,925 FCFS 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 12,925 shares
    Change vs previous 13F -215 shares

    0.05% of the 13F portfolio, value $2,795,930.

    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 13,140 shares
    Change vs previous 13F -4,521 shares

    0.05% of the 13F portfolio, value $2,470,359.

    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 17,661 shares
    Change vs previous 13F -472 shares

    0.05% of the 13F portfolio, value $2,814,789.

    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 18,133 shares
    Change vs previous 13F -3,695 shares

    0.06% of the 13F portfolio, value $2,872,606.

    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 21,828 shares
    Change vs previous 13F -4,308 shares

    0.07% of the 13F portfolio, value $2,949,858.

    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 26,136 shares
    Change vs previous 13F +1,498 shares

    0.09% of the 13F portfolio, value $3,144,724.

    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 24,638 shares
    Change vs previous 13F +4,981 shares

    0.08% of the 13F portfolio, value $2,552,506.

    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 19,657 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $2,256,626.

    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).