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Annex Advisory Services, LLC: LMAT position timeline

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

Annex Advisory Services, LLC held 248,253 LMAT 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 248,253 shares
    Change vs previous 13F -2,357 shares

    0.41% of the 13F portfolio, value $23,822,398.

    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 250,610 shares
    Change vs previous 13F +6,901 shares

    0.51% of the 13F portfolio, value $27,359,081.

    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 243,709 shares
    Change vs previous 13F +13,692 shares

    0.38% of the 13F portfolio, value $19,764,824.

    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 230,017 shares
    Change vs previous 13F +10,350 shares

    0.43% of the 13F portfolio, value $20,128,771.

    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 219,667 shares
    Change vs previous 13F +185,085 shares

    0.44% of the 13F portfolio, value $18,243,380.

    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 34,582 shares
    Change vs previous 13F +2,905 shares

    0.08% of the 13F portfolio, value $2,901,456.

    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 31,677 shares
    Change vs previous 13F +1,769 shares

    0.09% of the 13F portfolio, value $2,918,753.

    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 29,908 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $2,778,188.

    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).