Skip to content
Disclosery

Annex Advisory Services, LLC: GE position timeline

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

Annex Advisory Services, LLC held 5,373 GE 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 5,373 shares
    Change vs previous 13F +300 shares

    0.03% of the 13F portfolio, value $2,008,114.

    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 5,073 shares
    Change vs previous 13F +84 shares

    0.03% of the 13F portfolio, value $1,439,672.

    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 4,989 shares
    Change vs previous 13F +913 shares

    0.03% of the 13F portfolio, value $1,536,997.

    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 4,076 shares
    Change vs previous 13F +1 shares

    0.03% of the 13F portfolio, value $1,226,008.

    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 4,075 shares
    Change vs previous 13F +202 shares

    0.03% of the 13F portfolio, value $1,048,863.

    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 3,873 shares
    Change vs previous 13F -239 shares

    0.02% of the 13F portfolio, value $775,119.

    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 4,112 shares
    Change vs previous 13F -393 shares

    0.02% of the 13F portfolio, value $685,827.

    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 4,505 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $849,474.

    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).