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Disclosery

Annex Advisory Services, LLC: SPYM position timeline

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

Annex Advisory Services, LLC held 38,978 SPYM 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 38,978 shares
    Change vs previous 13F +3,394 shares

    0.06% of the 13F portfolio, value $3,425,379.

    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 35,584 shares
    Change vs previous 13F -2,642 shares

    0.05% of the 13F portfolio, value $2,723,568.

    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 38,226 shares
    Change vs previous 13F -3,775 shares

    0.06% of the 13F portfolio, value $3,066,511.

    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 42,001 shares
    Change vs previous 13F +8,106 shares

    0.07% of the 13F portfolio, value $3,290,334.

    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 33,895 shares
    Change vs previous 13F -1,170 shares

    0.06% of the 13F portfolio, value $2,463,812.

    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 35,065 shares
    Change vs previous 13F -6,568 shares

    0.07% of the 13F portfolio, value $2,305,887.

    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 41,633 shares
    Change vs previous 13F +1,949 shares

    0.09% of the 13F portfolio, value $2,870,197.

    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 39,684 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $2,679,061.

    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).