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Disclosery

Annex Advisory Services, LLC: JSI position timeline

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

Annex Advisory Services, LLC held 4,663 JSI 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 4,663 shares
    Change vs previous 13F -236 shares

    <0.01% of the 13F portfolio, value $238,792.

    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 4,899 shares
    Change vs previous 13F -524 shares

    <0.01% of the 13F portfolio, value $252,543.

    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 5,423 shares
    Change vs previous 13F -687 shares

    0.01% of the 13F portfolio, value $282,321.

    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 6,110 shares
    Change vs previous 13F -627 shares

    0.01% of the 13F portfolio, value $319,370.

    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 6,737 shares
    Change vs previous 13F -1,558 shares

    0.01% of the 13F portfolio, value $354,501.

    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 8,295 shares
    Change vs previous 13F -6,669 shares

    0.01% of the 13F portfolio, value $434,243.

    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 14,964 shares
    Change vs previous 13F -232,951 shares

    0.02% of the 13F portfolio, value $775,303.

    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 247,915 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $13,133,440.

    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).