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Disclosery

Annex Advisory Services, LLC: GS position timeline

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

Annex Advisory Services, LLC held 10,236 GS 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 10,236 shares
    Change vs previous 13F -2,057 shares

    0.18% of the 13F portfolio, value $10,352,164.

    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 12,293 shares
    Change vs previous 13F +253 shares

    0.19% of the 13F portfolio, value $10,399,566.

    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 12,040 shares
    Change vs previous 13F -452 shares

    0.2% of the 13F portfolio, value $10,583,192.

    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 12,492 shares
    Change vs previous 13F -384 shares

    0.21% of the 13F portfolio, value $9,947,680.

    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 12,876 shares
    Change vs previous 13F -1,885 shares

    0.22% of the 13F portfolio, value $9,113,342.

    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 14,761 shares
    Change vs previous 13F +179 shares

    0.23% of the 13F portfolio, value $8,064,056.

    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 14,582 shares
    Change vs previous 13F -3,615 shares

    0.25% of the 13F portfolio, value $8,349,985.

    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 18,197 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $9,009,751.

    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).