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Disclosery

Annex Advisory Services, LLC: TCBX position timeline

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

Annex Advisory Services, LLC held 43,273 TCBX 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 43,273 shares
    Change vs previous 13F -1,705 shares

    0.03% of the 13F portfolio, value $1,748,229.

    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 44,978 shares
    Change vs previous 13F -1,627 shares

    0.03% of the 13F portfolio, value $1,701,518.

    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 46,605 shares
    Change vs previous 13F -724 shares

    0.03% of the 13F portfolio, value $1,771,456.

    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 47,329 shares
    Change vs previous 13F -7,809 shares

    0.04% of the 13F portfolio, value $1,797,082.

    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 55,138 shares
    Change vs previous 13F +2,624 shares

    0.04% of the 13F portfolio, value $1,801,358.

    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 52,514 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,752,392.

    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).