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Disclosery

Annex Advisory Services, LLC: JQUA position timeline

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

Annex Advisory Services, LLC held 8,075 JQUA 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 8,075 shares
    Change vs previous 13F -374 shares

    0.01% of the 13F portfolio, value $583,685.

    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 8,449 shares
    Change vs previous 13F -635 shares

    0.01% of the 13F portfolio, value $518,109.

    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 9,084 shares
    Change vs previous 13F -2,768 shares

    0.01% of the 13F portfolio, value $573,912.

    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 11,852 shares
    Change vs previous 13F -3,437 shares

    0.02% of the 13F portfolio, value $745,583.

    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 15,289 shares
    Change vs previous 13F -15,358 shares

    0.02% of the 13F portfolio, value $918,122.

    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 30,647 shares
    Change vs previous 13F -2,337,392 shares

    0.05% of the 13F portfolio, value $1,730,652.

    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 2,368,039 shares
    Change vs previous 13F -204,283 shares

    4.09% of the 13F portfolio, value $135,617,587.

    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 2,572,322 shares
    Change vs previous 13F not available

    4.66% of the 13F portfolio, value $145,516,257.

    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).