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Disclosery

Annex Advisory Services, LLC: QYLD position timeline

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

Annex Advisory Services, LLC held 10,928 QYLD 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 10,928 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $201,403.

    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 10,928 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $187,415.

    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 10,928 shares
    Change vs previous 13F -28,957 shares

    <0.01% of the 13F portfolio, value $193,098.

    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 39,885 shares
    Change vs previous 13F -18,517 shares

    0.01% of the 13F portfolio, value $678,441.

    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 58,402 shares
    Change vs previous 13F +1,339 shares

    0.02% of the 13F portfolio, value $976,477.

    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 57,063 shares
    Change vs previous 13F +10,463 shares

    0.03% of the 13F portfolio, value $948,956.

    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 46,600 shares
    Change vs previous 13F +24,532 shares

    0.03% of the 13F portfolio, value $849,048.

    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 22,068 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $398,115.

    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).