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Annex Advisory Services, LLC: NVDA position timeline

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

Annex Advisory Services, LLC held 656,898 NVDA 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 656,898 shares
    Change vs previous 13F -152,852 shares

    2.24% of the 13F portfolio, value $131,438,714.

    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 809,750 shares
    Change vs previous 13F +91,736 shares

    2.65% of the 13F portfolio, value $141,220,370.

    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 718,014 shares
    Change vs previous 13F +83,176 shares

    2.56% of the 13F portfolio, value $133,909,534.

    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 634,838 shares
    Change vs previous 13F +33,420 shares

    2.52% of the 13F portfolio, value $118,448,045.

    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 601,418 shares
    Change vs previous 13F +57,387 shares

    2.29% of the 13F portfolio, value $95,017,958.

    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 544,031 shares
    Change vs previous 13F +31,046 shares

    1.67% of the 13F portfolio, value $58,962,069.

    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 512,985 shares
    Change vs previous 13F +118,440 shares

    2.08% of the 13F portfolio, value $68,888,712.

    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 394,545 shares
    Change vs previous 13F not available

    1.53% of the 13F portfolio, value $47,913,576.

    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).