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Annex Advisory Services, LLC: UBND position timeline

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

Annex Advisory Services, LLC held 18,906,834 UBND 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 18,906,834 shares
    Change vs previous 13F +1,223,743 shares

    7.01% of the 13F portfolio, value $410,750,994.

    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 17,683,091 shares
    Change vs previous 13F +704,134 shares

    7.22% of the 13F portfolio, value $385,137,734.

    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 16,978,957 shares
    Change vs previous 13F +491,114 shares

    7.13% of the 13F portfolio, value $373,537,062.

    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 16,487,843 shares
    Change vs previous 13F -243,544 shares

    7.74% of the 13F portfolio, value $363,556,947.

    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 16,731,387 shares
    Change vs previous 13F +12,859,443 shares

    8.8% of the 13F portfolio, value $365,580,815.

    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 3,871,944 shares
    Change vs previous 13F +941,798 shares

    2.39% of the 13F portfolio, value $84,408,379.

    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 2,930,146 shares
    Change vs previous 13F +1,663,602 shares

    1.89% of the 13F portfolio, value $62,617,220.

    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 1,266,544 shares
    Change vs previous 13F not available

    0.9% of the 13F portfolio, value $28,177,058.

    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).