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Disclosery

Annex Advisory Services, LLC: IJR position timeline

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

Annex Advisory Services, LLC held 27,444 IJR 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 27,444 shares
    Change vs previous 13F +14 shares

    0.07% of the 13F portfolio, value $4,070,148.

    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 27,430 shares
    Change vs previous 13F -6,943 shares

    0.06% of the 13F portfolio, value $3,409,779.

    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 34,373 shares
    Change vs previous 13F -208 shares

    0.08% of the 13F portfolio, value $4,130,961.

    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 34,581 shares
    Change vs previous 13F -6,470 shares

    0.09% of the 13F portfolio, value $4,109,305.

    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 41,051 shares
    Change vs previous 13F -6,362 shares

    0.11% of the 13F portfolio, value $4,486,515.

    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 47,413 shares
    Change vs previous 13F -174,515 shares

    0.14% of the 13F portfolio, value $4,958,026.

    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 221,928 shares
    Change vs previous 13F +17,014 shares

    0.77% of the 13F portfolio, value $25,570,529.

    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 204,914 shares
    Change vs previous 13F not available

    0.77% of the 13F portfolio, value $23,966,782.

    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).