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Disclosery

Annex Advisory Services, LLC: OSEA position timeline

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

Annex Advisory Services, LLC held 19,067 OSEA 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 19,067 shares
    Change vs previous 13F -36,494 shares

    0.01% of the 13F portfolio, value $582,310.

    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 55,561 shares
    Change vs previous 13F -2,861,522 shares

    0.03% of the 13F portfolio, value $1,608,502.

    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 2,917,083 shares
    Change vs previous 13F +225,974 shares

    1.69% of the 13F portfolio, value $88,241,772.

    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 2,691,109 shares
    Change vs previous 13F +274,192 shares

    1.69% of the 13F portfolio, value $79,576,093.

    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 2,416,917 shares
    Change vs previous 13F +331,954 shares

    1.7% of the 13F portfolio, value $70,743,161.

    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 2,084,963 shares
    Change vs previous 13F +2,017,027 shares

    1.57% of the 13F portfolio, value $55,324,496.

    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 67,936 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,756,146.

    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).