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Disclosery

Annex Advisory Services, LLC: IOO position timeline

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

Annex Advisory Services, LLC held 115,451 IOO 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 115,451 shares
    Change vs previous 13F -1,156,378 shares

    0.27% of the 13F portfolio, value $15,770,606.

    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 1,271,829 shares
    Change vs previous 13F -5,109 shares

    2.88% of the 13F portfolio, value $153,853,102.

    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 1,276,938 shares
    Change vs previous 13F -65,556 shares

    3.09% of the 13F portfolio, value $161,749,641.

    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 1,342,494 shares
    Change vs previous 13F -79,647 shares

    3.43% of the 13F portfolio, value $161,112,761.

    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 1,422,141 shares
    Change vs previous 13F +336,185 shares

    3.69% of the 13F portfolio, value $153,321,054.

    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 1,085,956 shares
    Change vs previous 13F not available

    2.96% of the 13F portfolio, value $104,566,742.

    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).