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Disclosery

Annex Advisory Services, LLC: LB position timeline

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

Annex Advisory Services, LLC held 33,466 LB 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 33,466 shares
    Change vs previous 13F +3,556 shares

    0.05% of the 13F portfolio, value $2,651,850.

    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 29,910 shares
    Change vs previous 13F -264,233 shares

    0.04% of the 13F portfolio, value $2,065,313.

    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 294,143 shares
    Change vs previous 13F +23,324 shares

    0.28% of the 13F portfolio, value $14,410,072.

    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 270,819 shares
    Change vs previous 13F +62,233 shares

    0.31% of the 13F portfolio, value $14,448,200.

    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 208,586 shares
    Change vs previous 13F +26,883 shares

    0.34% of the 13F portfolio, value $14,096,248.

    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 181,703 shares
    Change vs previous 13F +163,662 shares

    0.37% of the 13F portfolio, value $13,071,727.

    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 18,041 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,165,449.

    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).