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Disclosery

Annex Advisory Services, LLC: LIN position timeline

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

Annex Advisory Services, LLC held 4,436 LIN 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 4,436 shares
    Change vs previous 13F -1,136 shares

    0.04% of the 13F portfolio, value $2,301,877.

    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 5,572 shares
    Change vs previous 13F -1,611 shares

    0.05% of the 13F portfolio, value $2,762,222.

    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 7,183 shares
    Change vs previous 13F -79,045 shares

    0.06% of the 13F portfolio, value $3,062,884.

    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 86,228 shares
    Change vs previous 13F +3,217 shares

    0.87% of the 13F portfolio, value $40,958,423.

    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 83,011 shares
    Change vs previous 13F +7,070 shares

    0.94% of the 13F portfolio, value $38,947,079.

    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 75,941 shares
    Change vs previous 13F +7,655 shares

    1% of the 13F portfolio, value $35,361,151.

    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 68,286 shares
    Change vs previous 13F +9,526 shares

    0.86% of the 13F portfolio, value $28,589,214.

    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 58,760 shares
    Change vs previous 13F not available

    0.9% of the 13F portfolio, value $28,020,087.

    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).