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Disclosery

Annex Advisory Services, LLC: SFM position timeline

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

Annex Advisory Services, LLC held 11,963 SFM 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 11,963 shares
    Change vs previous 13F -1,093 shares

    0.02% of the 13F portfolio, value $1,011,831.

    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 13,056 shares
    Change vs previous 13F -13,251 shares

    0.02% of the 13F portfolio, value $1,007,009.

    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 26,307 shares
    Change vs previous 13F -181,024 shares

    0.04% of the 13F portfolio, value $2,095,879.

    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 207,331 shares
    Change vs previous 13F +8,748 shares

    0.48% of the 13F portfolio, value $22,557,613.

    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 198,583 shares
    Change vs previous 13F +22,614 shares

    0.79% of the 13F portfolio, value $32,694,705.

    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 175,969 shares
    Change vs previous 13F -5,343 shares

    0.76% of the 13F portfolio, value $26,859,908.

    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 181,312 shares
    Change vs previous 13F -4,203 shares

    0.69% of the 13F portfolio, value $23,039,316.

    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 185,515 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $20,482,711.

    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).