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Disclosery

Annex Advisory Services, LLC: IESC position timeline

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

Annex Advisory Services, LLC held 5,492 IESC 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 5,492 shares
    Change vs previous 13F -2,163 shares

    0.07% of the 13F portfolio, value $4,034,753.

    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 7,655 shares
    Change vs previous 13F -289 shares

    0.07% of the 13F portfolio, value $3,647,378.

    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 7,944 shares
    Change vs previous 13F -3,473 shares

    0.06% of the 13F portfolio, value $3,090,375.

    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 11,417 shares
    Change vs previous 13F -2,559 shares

    0.1% of the 13F portfolio, value $4,539,970.

    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 13,976 shares
    Change vs previous 13F +553 shares

    0.1% of the 13F portfolio, value $4,140,110.

    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 13,423 shares
    Change vs previous 13F +3,522 shares

    0.06% of the 13F portfolio, value $2,216,272.

    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 9,901 shares
    Change vs previous 13F -114 shares

    0.06% of the 13F portfolio, value $1,989,705.

    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 10,015 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,999,194.

    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).