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Disclosery

Annex Advisory Services, LLC: META position timeline

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

Annex Advisory Services, LLC held 110,172 META 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 110,172 shares
    Change vs previous 13F -3,131 shares

    1.06% of the 13F portfolio, value $62,058,608.

    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 113,303 shares
    Change vs previous 13F -29,370 shares

    1.21% of the 13F portfolio, value $64,824,014.

    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 142,673 shares
    Change vs previous 13F +6,022 shares

    1.8% of the 13F portfolio, value $94,177,242.

    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 136,651 shares
    Change vs previous 13F +5,881 shares

    2.14% of the 13F portfolio, value $100,354,072.

    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 130,770 shares
    Change vs previous 13F +13,730 shares

    2.32% of the 13F portfolio, value $96,520,166.

    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 117,040 shares
    Change vs previous 13F +33,445 shares

    1.91% of the 13F portfolio, value $67,457,296.

    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 83,595 shares
    Change vs previous 13F +13,538 shares

    1.47% of the 13F portfolio, value $48,945,694.

    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 70,057 shares
    Change vs previous 13F not available

    1.28% of the 13F portfolio, value $40,103,702.

    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).