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Disclosery

Annex Advisory Services, LLC: TMO position timeline

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

Annex Advisory Services, LLC held 24,656 TMO 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 24,656 shares
    Change vs previous 13F +2,756 shares

    0.21% of the 13F portfolio, value $12,361,296.

    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 21,900 shares
    Change vs previous 13F +811 shares

    0.2% of the 13F portfolio, value $10,764,690.

    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 21,089 shares
    Change vs previous 13F +3,469 shares

    0.23% of the 13F portfolio, value $12,220,101.

    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 17,620 shares
    Change vs previous 13F +8,524 shares

    0.18% of the 13F portfolio, value $8,545,890.

    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 9,096 shares
    Change vs previous 13F +309 shares

    0.09% of the 13F portfolio, value $3,688,144.

    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 8,787 shares
    Change vs previous 13F -445 shares

    0.12% of the 13F portfolio, value $4,372,372.

    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 9,232 shares
    Change vs previous 13F +660 shares

    0.14% of the 13F portfolio, value $4,802,793.

    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 8,572 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $5,302,403.

    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).