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Annex Advisory Services, LLC: LYTS position timeline

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

Annex Advisory Services, LLC held 87,527 LYTS 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 87,527 shares
    Change vs previous 13F -3,252 shares

    0.04% of the 13F portfolio, value $2,326,461.

    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 90,779 shares
    Change vs previous 13F -3,405 shares

    0.03% of the 13F portfolio, value $1,688,498.

    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 94,184 shares
    Change vs previous 13F -2,439 shares

    0.03% of the 13F portfolio, value $1,725,452.

    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 96,623 shares
    Change vs previous 13F -49,032 shares

    0.05% of the 13F portfolio, value $2,281,276.

    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 145,655 shares
    Change vs previous 13F +6,528 shares

    0.06% of the 13F portfolio, value $2,477,600.

    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 139,127 shares
    Change vs previous 13F +2,380 shares

    0.07% of the 13F portfolio, value $2,365,151.

    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 136,747 shares
    Change vs previous 13F +30,464 shares

    0.08% of the 13F portfolio, value $2,655,634.

    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 106,283 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,716,469.

    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).