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Disclosery

Annex Advisory Services, LLC: TSLA position timeline

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

Annex Advisory Services, LLC held 7,547 TSLA 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 7,547 shares
    Change vs previous 13F +3,326 shares

    0.05% of the 13F portfolio, value $3,174,236.

    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 4,221 shares
    Change vs previous 13F +1,073 shares

    0.03% of the 13F portfolio, value $1,569,128.

    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 3,148 shares
    Change vs previous 13F +22 shares

    0.03% of the 13F portfolio, value $1,415,938.

    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 3,126 shares
    Change vs previous 13F -21 shares

    0.03% of the 13F portfolio, value $1,390,161.

    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 3,147 shares
    Change vs previous 13F +14 shares

    0.02% of the 13F portfolio, value $999,652.

    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 3,133 shares
    Change vs previous 13F -474 shares

    0.02% of the 13F portfolio, value $811,948.

    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 3,607 shares
    Change vs previous 13F -645 shares

    0.04% of the 13F portfolio, value $1,456,651.

    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 4,252 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,112,451.

    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).