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Disclosery

Annex Advisory Services, LLC: MSFT position timeline

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

Annex Advisory Services, LLC held 235,346 MSFT 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 235,346 shares
    Change vs previous 13F -3,595 shares

    1.5% of the 13F portfolio, value $87,788,831.

    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 238,941 shares
    Change vs previous 13F +75,927 shares

    1.66% of the 13F portfolio, value $88,449,021.

    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 163,014 shares
    Change vs previous 13F +41,708 shares

    1.51% of the 13F portfolio, value $78,837,235.

    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 121,306 shares
    Change vs previous 13F +4,765 shares

    1.34% of the 13F portfolio, value $62,830,247.

    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 116,541 shares
    Change vs previous 13F +7,770 shares

    1.4% of the 13F portfolio, value $57,968,689.

    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 108,771 shares
    Change vs previous 13F -189 shares

    1.16% of the 13F portfolio, value $40,831,579.

    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 108,960 shares
    Change vs previous 13F +41,125 shares

    1.38% of the 13F portfolio, value $45,926,754.

    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 67,835 shares
    Change vs previous 13F not available

    0.93% of the 13F portfolio, value $29,189,583.

    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).