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Disclosery

Annex Advisory Services, LLC: IQLT position timeline

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

Annex Advisory Services, LLC held 13,238 IQLT 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 13,238 shares
    Change vs previous 13F -143 shares

    0.01% of the 13F portfolio, value $655,943.

    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 13,381 shares
    Change vs previous 13F -205 shares

    0.01% of the 13F portfolio, value $618,604.

    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 13,586 shares
    Change vs previous 13F -436 shares

    0.01% of the 13F portfolio, value $617,484.

    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 14,022 shares
    Change vs previous 13F -1,048 shares

    0.01% of the 13F portfolio, value $619,632.

    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 15,070 shares
    Change vs previous 13F -5,065 shares

    0.02% of the 13F portfolio, value $651,325.

    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 20,135 shares
    Change vs previous 13F -5,482 shares

    0.02% of the 13F portfolio, value $799,158.

    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 25,617 shares
    Change vs previous 13F -4,553 shares

    0.03% of the 13F portfolio, value $950,915.

    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 30,170 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,251,763.

    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).