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Disclosery

Annex Advisory Services, LLC: TKO position timeline

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

Annex Advisory Services, LLC held 418,586 TKO 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 418,586 shares
    Change vs previous 13F +5,483 shares

    1.44% of the 13F portfolio, value $84,265,669.

    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 413,103 shares
    Change vs previous 13F +14,089 shares

    1.56% of the 13F portfolio, value $83,302,174.

    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 399,014 shares
    Change vs previous 13F -413 shares

    1.59% of the 13F portfolio, value $83,394,025.

    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 399,427 shares
    Change vs previous 13F +26,368 shares

    1.72% of the 13F portfolio, value $80,668,184.

    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 373,059 shares
    Change vs previous 13F +48,427 shares

    1.63% of the 13F portfolio, value $67,878,057.

    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 324,632 shares
    Change vs previous 13F +42,238 shares

    1.41% of the 13F portfolio, value $49,607,038.

    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 282,394 shares
    Change vs previous 13F +47,996 shares

    1.21% of the 13F portfolio, value $40,130,959.

    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 234,398 shares
    Change vs previous 13F not available

    0.93% of the 13F portfolio, value $28,997,331.

    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).