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Disclosery

Annex Advisory Services, LLC: HD position timeline

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

Annex Advisory Services, LLC held 17,700 HD 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 17,700 shares
    Change vs previous 13F +2,927 shares

    0.11% of the 13F portfolio, value $6,242,304.

    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 14,773 shares
    Change vs previous 13F +1,528 shares

    0.09% of the 13F portfolio, value $4,858,858.

    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 13,245 shares
    Change vs previous 13F -7,257 shares

    0.09% of the 13F portfolio, value $4,557,552.

    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 20,502 shares
    Change vs previous 13F -1,034 shares

    0.18% of the 13F portfolio, value $8,307,261.

    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 21,536 shares
    Change vs previous 13F +796 shares

    0.19% of the 13F portfolio, value $7,896,090.

    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 20,740 shares
    Change vs previous 13F -292 shares

    0.22% of the 13F portfolio, value $7,601,030.

    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 21,032 shares
    Change vs previous 13F -470 shares

    0.25% of the 13F portfolio, value $8,181,049.

    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 21,502 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $8,712,571.

    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).