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Disclosery

Annex Advisory Services, LLC: SMTH position timeline

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

Annex Advisory Services, LLC held 9,237,012 SMTH 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 9,237,012 shares
    Change vs previous 13F +1,179,599 shares

    4.06% of the 13F portfolio, value $237,760,699.

    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 8,057,413 shares
    Change vs previous 13F +1,082,502 shares

    3.89% of the 13F portfolio, value $207,518,691.

    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 6,974,911 shares
    Change vs previous 13F +1,520,265 shares

    3.47% of the 13F portfolio, value $181,835,936.

    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 5,454,646 shares
    Change vs previous 13F +311,278 shares

    3.04% of the 13F portfolio, value $142,693,545.

    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 5,143,368 shares
    Change vs previous 13F +1,646,710 shares

    3.2% of the 13F portfolio, value $132,956,062.

    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 3,496,658 shares
    Change vs previous 13F +529,888 shares

    2.57% of the 13F portfolio, value $90,510,999.

    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 2,966,770 shares
    Change vs previous 13F +1,335,444 shares

    2.28% of the 13F portfolio, value $75,711,981.

    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 1,631,326 shares
    Change vs previous 13F not available

    1.38% of the 13F portfolio, value $43,132,253.

    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).