Skip to content
Disclosery

Annex Advisory Services, LLC: MO position timeline

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

Annex Advisory Services, LLC held 99,819 MO 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 99,819 shares
    Change vs previous 13F +45,211 shares

    0.12% of the 13F portfolio, value $7,181,967.

    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 54,608 shares
    Change vs previous 13F +34 shares

    0.07% of the 13F portfolio, value $3,603,616.

    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 54,574 shares
    Change vs previous 13F +34,338 shares

    0.06% of the 13F portfolio, value $3,146,766.

    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 20,236 shares
    Change vs previous 13F +1,892 shares

    0.03% of the 13F portfolio, value $1,336,792.

    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 18,344 shares
    Change vs previous 13F -309 shares

    0.03% of the 13F portfolio, value $1,075,486.

    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 18,653 shares
    Change vs previous 13F -247 shares

    0.03% of the 13F portfolio, value $1,119,544.

    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 18,900 shares
    Change vs previous 13F +117 shares

    0.03% of the 13F portfolio, value $988,269.

    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 18,783 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $958,667.

    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).