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Disclosery

Annex Advisory Services, LLC: MNST position timeline

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

Annex Advisory Services, LLC held 88,885 MNST 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 88,885 shares
    Change vs previous 13F -7,749 shares

    0.15% of the 13F portfolio, value $8,543,626.

    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 96,634 shares
    Change vs previous 13F -26,708 shares

    0.13% of the 13F portfolio, value $7,002,100.

    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 123,342 shares
    Change vs previous 13F +2,919 shares

    0.18% of the 13F portfolio, value $9,456,631.

    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 120,423 shares
    Change vs previous 13F +6,248 shares

    0.17% of the 13F portfolio, value $8,105,672.

    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 114,175 shares
    Change vs previous 13F +9,289 shares

    0.17% of the 13F portfolio, value $7,151,922.

    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 104,886 shares
    Change vs previous 13F +6,896 shares

    0.17% of the 13F portfolio, value $6,137,929.

    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 97,990 shares
    Change vs previous 13F +4,721 shares

    0.16% of the 13F portfolio, value $5,150,354.

    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 93,269 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $4,865,844.

    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).