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Disclosery

Annex Advisory Services, LLC: LLY position timeline

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

Annex Advisory Services, LLC held 3,835 LLY 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 3,835 shares
    Change vs previous 13F +60 shares

    0.08% of the 13F portfolio, value $4,599,246.

    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 3,775 shares
    Change vs previous 13F -229 shares

    0.07% of the 13F portfolio, value $3,472,500.

    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 4,004 shares
    Change vs previous 13F +57 shares

    0.08% of the 13F portfolio, value $4,302,835.

    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 3,947 shares
    Change vs previous 13F +20 shares

    0.06% of the 13F portfolio, value $3,011,539.

    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 3,927 shares
    Change vs previous 13F -197 shares

    0.07% of the 13F portfolio, value $3,061,584.

    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 4,124 shares
    Change vs previous 13F +240 shares

    0.1% of the 13F portfolio, value $3,405,949.

    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 3,884 shares
    Change vs previous 13F -337 shares

    0.09% of the 13F portfolio, value $2,998,812.

    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 4,221 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $3,739,790.

    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).