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Disclosery

Annex Advisory Services, LLC: MU position timeline

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

Annex Advisory Services, LLC held 5,304 MU 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 5,304 shares
    Change vs previous 13F -7,577 shares

    0.1% of the 13F portfolio, value $6,121,908.

    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 12,881 shares
    Change vs previous 13F +60 shares

    0.08% of the 13F portfolio, value $4,351,859.

    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 12,821 shares
    Change vs previous 13F +243 shares

    0.07% of the 13F portfolio, value $3,659,324.

    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 12,578 shares
    Change vs previous 13F -239 shares

    0.04% of the 13F portfolio, value $2,104,533.

    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 12,817 shares
    Change vs previous 13F +2,000 shares

    0.04% of the 13F portfolio, value $1,579,739.

    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 10,817 shares
    Change vs previous 13F -616 shares

    0.03% of the 13F portfolio, value $939,849.

    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 11,433 shares
    Change vs previous 13F -76 shares

    0.03% of the 13F portfolio, value $962,199.

    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 11,509 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,193,642.

    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).