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Disclosery

Annex Advisory Services, LLC: IBM position timeline

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

Annex Advisory Services, LLC held 1,721 IBM 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 1,721 shares
    Change vs previous 13F -8,347 shares

    0.01% of the 13F portfolio, value $483,913.

    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 10,068 shares
    Change vs previous 13F -4,705 shares

    0.05% of the 13F portfolio, value $2,440,328.

    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 14,773 shares
    Change vs previous 13F -51 shares

    0.08% of the 13F portfolio, value $4,375,965.

    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 14,824 shares
    Change vs previous 13F -903 shares

    0.09% of the 13F portfolio, value $4,182,712.

    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 15,727 shares
    Change vs previous 13F +3,348 shares

    0.11% of the 13F portfolio, value $4,636,079.

    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 12,379 shares
    Change vs previous 13F +11,081 shares

    0.09% of the 13F portfolio, value $3,078,255.

    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 1,298 shares
    Change vs previous 13F -314 shares

    0.01% of the 13F portfolio, value $285,278.

    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 1,612 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $356,288.

    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).