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Disclosery

Annex Advisory Services, LLC: USFR position timeline

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

Annex Advisory Services, LLC held 7,685 USFR 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 7,685 shares
    Change vs previous 13F -3,106 shares

    0.01% of the 13F portfolio, value $386,965.

    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 10,791 shares
    Change vs previous 13F -3,141 shares

    0.01% of the 13F portfolio, value $543,239.

    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 13,932 shares
    Change vs previous 13F -125,929 shares

    0.01% of the 13F portfolio, value $701,047.

    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 139,861 shares
    Change vs previous 13F +120,319 shares

    0.15% of the 13F portfolio, value $7,030,794.

    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 19,542 shares
    Change vs previous 13F -652 shares

    0.02% of the 13F portfolio, value $983,148.

    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 20,194 shares
    Change vs previous 13F +110 shares

    0.03% of the 13F portfolio, value $1,016,387.

    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 20,084 shares
    Change vs previous 13F -3,497,569 shares

    0.03% of the 13F portfolio, value $1,010,609.

    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 3,517,653 shares
    Change vs previous 13F not available

    5.65% of the 13F portfolio, value $176,656,554.

    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).