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Disclosery

Annex Advisory Services, LLC: T position timeline

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

Annex Advisory Services, LLC held 155,474 T 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 155,474 shares
    Change vs previous 13F -3,273 shares

    0.05% of the 13F portfolio, value $3,218,317.

    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 158,747 shares
    Change vs previous 13F -851 shares

    0.09% of the 13F portfolio, value $4,602,056.

    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 159,598 shares
    Change vs previous 13F +140,802 shares

    0.08% of the 13F portfolio, value $3,964,422.

    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 18,796 shares
    Change vs previous 13F +1,754 shares

    0.01% of the 13F portfolio, value $530,798.

    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 17,042 shares
    Change vs previous 13F -1,376 shares

    0.01% of the 13F portfolio, value $493,184.

    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 18,418 shares
    Change vs previous 13F +1,506 shares

    0.01% of the 13F portfolio, value $520,855.

    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 16,912 shares
    Change vs previous 13F +859 shares

    0.01% of the 13F portfolio, value $385,090.

    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 16,053 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $353,164.

    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).