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Disclosery

Annex Advisory Services, LLC: HOOD position timeline

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

Annex Advisory Services, LLC held 17,113 HOOD 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 17,113 shares
    Change vs previous 13F -439,182 shares

    0.03% of the 13F portfolio, value $1,716,092.

    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 456,295 shares
    Change vs previous 13F -47,536 shares

    0.59% of the 13F portfolio, value $31,621,244.

    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 503,831 shares
    Change vs previous 13F -8,504 shares

    1.09% of the 13F portfolio, value $56,983,230.

    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 512,335 shares
    Change vs previous 13F -142,543 shares

    1.56% of the 13F portfolio, value $73,356,054.

    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 654,878 shares
    Change vs previous 13F -79,576 shares

    1.48% of the 13F portfolio, value $61,316,227.

    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 734,454 shares
    Change vs previous 13F +151,585 shares

    0.87% of the 13F portfolio, value $30,567,975.

    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 582,869 shares
    Change vs previous 13F -50,816 shares

    0.65% of the 13F portfolio, value $21,717,699.

    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 633,685 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $14,840,903.

    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).