Annex Advisory Services, LLC: NOW position timeline

Annex Advisory Services, LLC held 0 NOW shares at 2025-09-30 per its 13F-HR filed 2025-10-17.

the latest 13F is the newest step

1. period ended2025-09-30

   13F 0 shares

   Change vs previous 13F -320 shares

   13F-HR 0001542287-25-000002 filed by Annex Advisory Services, LLC
   Filed 2025-10-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-06-30

   13F 320 shares

   Change vs previous 13F -496 shares

   0.01% of the 13F portfolio, value $328,986.

   13F-HR 0001085146-25-003756 filed by Annex Advisory Services, LLC
   Filed 2025-07-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-03-31

   13F 816 shares

   Change vs previous 13F -21,131 shares

   0.02% of the 13F portfolio, value $649,650.

   13F-HR 0001085146-25-002042 filed by Annex Advisory Services, LLC
   Filed 2025-04-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2024-12-31

   13F 21,947 shares

   Change vs previous 13F +3,471 shares

   0.7% of the 13F portfolio, value $23,266,454.

   13F-HR 0001085146-25-000240 filed by Annex Advisory Services, LLC
   Filed 2025-01-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2024-09-30

   13F 18,476 shares

   Change vs previous 13F not available

   0.53% of the 13F portfolio, value $16,524,750.

   13F-HR 0001085146-24-004836 filed by Annex Advisory Services, LLC
   Filed 2024-10-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).