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Disclosery

Annex Advisory Services, LLC: SCHB position timeline

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

Annex Advisory Services, LLC held 22,758 SCHB 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 22,758 shares
    Change vs previous 13F -22 shares

    0.01% of the 13F portfolio, value $659,074.

    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 22,780 shares
    Change vs previous 13F -531 shares

    0.01% of the 13F portfolio, value $571,780.

    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 23,311 shares
    Change vs previous 13F -1,404 shares

    0.01% of the 13F portfolio, value $611,439.

    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 24,715 shares
    Change vs previous 13F -1,590 shares

    0.01% of the 13F portfolio, value $635,425.

    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 26,305 shares
    Change vs previous 13F -3,942 shares

    0.02% of the 13F portfolio, value $626,841.

    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 30,247 shares
    Change vs previous 13F +1,640 shares

    0.02% of the 13F portfolio, value $651,219.

    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 28,607 shares
    Change vs previous 13F +18,862 shares

    0.02% of the 13F portfolio, value $649,381.

    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 9,745 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $648,225.

    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).