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Disclosery

Annex Advisory Services, LLC: IPAR position timeline

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

Annex Advisory Services, LLC held 0 IPAR shares at 2025-06-30 per its 13F-HR filed 2025-07-11.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -150,567 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-03-31
    13F 150,567 shares
    Change vs previous 13F +32,177 shares

    0.49% of the 13F portfolio, value $17,145,035.

    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).

  3. period ended2024-12-31
    13F 118,390 shares
    Change vs previous 13F +31,654 shares

    0.47% of the 13F portfolio, value $15,569,438.

    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).

  4. period ended2024-09-30
    13F 86,736 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $11,230,594.

    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).