Skip to content
Disclosery

Annex Advisory Services, LLC: IDV position timeline

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

Annex Advisory Services, LLC held 10,143 IDV 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 10,143 shares
    Change vs previous 13F -2,091 shares

    0.01% of the 13F portfolio, value $420,224.

    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 12,234 shares
    Change vs previous 13F -2,622 shares

    0.01% of the 13F portfolio, value $520,679.

    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 14,856 shares
    Change vs previous 13F -1,943 shares

    0.01% of the 13F portfolio, value $586,078.

    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 16,799 shares
    Change vs previous 13F -1,096 shares

    0.01% of the 13F portfolio, value $613,988.

    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 17,895 shares
    Change vs previous 13F -8,643 shares

    0.01% of the 13F portfolio, value $617,562.

    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 26,538 shares
    Change vs previous 13F -10,083 shares

    0.02% of the 13F portfolio, value $823,197.

    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 36,621 shares
    Change vs previous 13F -7,613 shares

    0.03% of the 13F portfolio, value $1,002,693.

    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 44,234 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,337,196.

    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).