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Disclosery

Annex Advisory Services, LLC: SPOT position timeline

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

Annex Advisory Services, LLC held 3,070 SPOT 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 3,070 shares
    Change vs previous 13F -112,971 shares

    0.02% of the 13F portfolio, value $1,409,529.

    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 116,041 shares
    Change vs previous 13F +54,818 shares

    1.05% of the 13F portfolio, value $56,269,442.

    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 61,223 shares
    Change vs previous 13F +3,037 shares

    0.68% of the 13F portfolio, value $35,552,518.

    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 58,186 shares
    Change vs previous 13F +4,202 shares

    0.86% of the 13F portfolio, value $40,613,479.

    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 53,984 shares
    Change vs previous 13F +19,577 shares

    1% of the 13F portfolio, value $41,424,083.

    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 34,407 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $18,924,882.

    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).