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Disclosery

Annex Advisory Services, LLC: QUAL position timeline

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

Annex Advisory Services, LLC held 23,226 QUAL 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 23,226 shares
    Change vs previous 13F -12,256 shares

    0.09% of the 13F portfolio, value $5,096,439.

    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 35,482 shares
    Change vs previous 13F -1,740 shares

    0.13% of the 13F portfolio, value $6,805,794.

    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 37,222 shares
    Change vs previous 13F -2,133 shares

    0.14% of the 13F portfolio, value $7,393,008.

    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 39,355 shares
    Change vs previous 13F -1,345 shares

    0.16% of the 13F portfolio, value $7,654,613.

    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 40,700 shares
    Change vs previous 13F -3,458 shares

    0.18% of the 13F portfolio, value $7,440,800.

    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 44,158 shares
    Change vs previous 13F -2,866 shares

    0.21% of the 13F portfolio, value $7,546,207.

    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 47,024 shares
    Change vs previous 13F -3,056 shares

    0.25% of the 13F portfolio, value $8,374,025.

    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 50,080 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $8,979,428.

    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).