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Annex Advisory Services, LLC: GOOGL position timeline

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

Annex Advisory Services, LLC held 265,715 GOOGL 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 265,715 shares
    Change vs previous 13F -1,550 shares

    1.62% of the 13F portfolio, value $94,958,831.

    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 267,265 shares
    Change vs previous 13F +76,166 shares

    1.44% of the 13F portfolio, value $76,854,634.

    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 191,099 shares
    Change vs previous 13F +141,219 shares

    1.14% of the 13F portfolio, value $59,814,152.

    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 49,880 shares
    Change vs previous 13F +1,906 shares

    0.26% of the 13F portfolio, value $12,125,898.

    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 47,974 shares
    Change vs previous 13F +2,188 shares

    0.2% of the 13F portfolio, value $8,454,529.

    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 45,786 shares
    Change vs previous 13F +5,480 shares

    0.2% of the 13F portfolio, value $7,080,383.

    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 40,306 shares
    Change vs previous 13F +1,272 shares

    0.23% of the 13F portfolio, value $7,630,016.

    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 39,034 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $6,473,746.

    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).