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Disclosery

Annex Advisory Services, LLC: IVV position timeline

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

Annex Advisory Services, LLC held 9,563 IVV 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 9,563 shares
    Change vs previous 13F -37 shares

    0.12% of the 13F portfolio, value $7,162,016.

    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 9,600 shares
    Change vs previous 13F -331 shares

    0.12% of the 13F portfolio, value $6,270,513.

    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 9,931 shares
    Change vs previous 13F +271 shares

    0.13% of the 13F portfolio, value $6,802,139.

    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 9,660 shares
    Change vs previous 13F -225 shares

    0.14% of the 13F portfolio, value $6,465,310.

    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 9,885 shares
    Change vs previous 13F -1,598 shares

    0.15% of the 13F portfolio, value $6,137,357.

    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 11,483 shares
    Change vs previous 13F -97 shares

    0.18% of the 13F portfolio, value $6,452,224.

    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 11,580 shares
    Change vs previous 13F -630 shares

    0.21% of the 13F portfolio, value $6,817,143.

    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 12,210 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $7,042,691.

    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).