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Disclosery

Annex Advisory Services, LLC: V position timeline

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

Annex Advisory Services, LLC held 228,947 V 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 228,947 shares
    Change vs previous 13F -4,486 shares

    1.34% of the 13F portfolio, value $78,549,415.

    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 233,433 shares
    Change vs previous 13F +9,135 shares

    1.32% of the 13F portfolio, value $70,552,606.

    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 224,298 shares
    Change vs previous 13F +10,242 shares

    1.5% of the 13F portfolio, value $78,663,672.

    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 214,056 shares
    Change vs previous 13F +10,167 shares

    1.56% of the 13F portfolio, value $73,074,267.

    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 203,889 shares
    Change vs previous 13F +20,954 shares

    1.74% of the 13F portfolio, value $72,390,752.

    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 182,935 shares
    Change vs previous 13F +4,991 shares

    1.82% of the 13F portfolio, value $64,111,293.

    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 177,944 shares
    Change vs previous 13F +26,625 shares

    1.69% of the 13F portfolio, value $56,237,310.

    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 151,319 shares
    Change vs previous 13F not available

    1.33% of the 13F portfolio, value $41,605,147.

    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).