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Disclosery

Annex Advisory Services, LLC: MFSI position timeline

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

Annex Advisory Services, LLC held 115,988 MFSI 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 115,988 shares
    Change vs previous 13F -471,790 shares

    0.06% of the 13F portfolio, value $3,767,275.

    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 587,778 shares
    Change vs previous 13F -2,413,311 shares

    0.33% of the 13F portfolio, value $17,468,766.

    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 3,001,089 shares
    Change vs previous 13F +211,680 shares

    1.75% of the 13F portfolio, value $91,383,152.

    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 2,789,409 shares
    Change vs previous 13F +266,569 shares

    1.75% of the 13F portfolio, value $82,399,146.

    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 2,522,840 shares
    Change vs previous 13F +346,756 shares

    1.73% of the 13F portfolio, value $71,774,798.

    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 2,176,084 shares
    Change vs previous 13F not available

    1.59% of the 13F portfolio, value $55,968,880.

    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).