Annex Advisory Services, LLC: HSTM position timeline

Annex Advisory Services, LLC held 0 HSTM shares at 2025-12-31 per its 13F-HR filed 2026-01-26.

the latest 13F is the newest step

1. period ended2025-12-31

   13F 0 shares

   Change vs previous 13F -40,105 shares

   13F-HR 0001542287-26-000001 filed by Annex Advisory Services, LLC
   Filed 2026-01-26 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-09-30

   13F 40,105 shares

   Change vs previous 13F -6,714 shares

   0.02% of the 13F portfolio, value $1,132,579.

   13F-HR 0001542287-25-000002 filed by Annex Advisory Services, LLC
   Filed 2025-10-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-06-30

   13F 46,819 shares

   Change vs previous 13F +1,979 shares

   0.03% of the 13F portfolio, value $1,295,494.

   13F-HR 0001085146-25-003756 filed by Annex Advisory Services, LLC
   Filed 2025-07-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-03-31

   13F 44,840 shares

   Change vs previous 13F +8,700 shares

   0.04% of the 13F portfolio, value $1,442,967.

   13F-HR 0001085146-25-002042 filed by Annex Advisory Services, LLC
   Filed 2025-04-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2024-12-31

   13F 36,140 shares

   Change vs previous 13F not available

   0.03% of the 13F portfolio, value $1,149,252.

   13F-HR 0001085146-25-000240 filed by Annex Advisory Services, LLC
   Filed 2025-01-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).