Skip to content
Disclosery

Annex Advisory Services, LLC: JAAA position timeline

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

Annex Advisory Services, LLC held 14,769 JAAA 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 14,769 shares
    Change vs previous 13F -1,009 shares

    0.01% of the 13F portfolio, value $745,708.

    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 15,778 shares
    Change vs previous 13F -1,163 shares

    0.01% of the 13F portfolio, value $794,757.

    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 16,941 shares
    Change vs previous 13F -3,104 shares

    0.02% of the 13F portfolio, value $856,851.

    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 20,045 shares
    Change vs previous 13F -9,543 shares

    0.02% of the 13F portfolio, value $1,017,878.

    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 29,588 shares
    Change vs previous 13F -3,408,263 shares

    0.04% of the 13F portfolio, value $1,501,590.

    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 3,437,851 shares
    Change vs previous 13F +3,424,169 shares

    4.94% of the 13F portfolio, value $174,333,412.

    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 13,682 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $693,814.

    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).