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Disclosery

Annex Advisory Services, LLC: VB position timeline

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

Annex Advisory Services, LLC held 25,011 VB 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 25,011 shares
    Change vs previous 13F -646 shares

    0.13% of the 13F portfolio, value $7,581,276.

    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 25,657 shares
    Change vs previous 13F -2,851 shares

    0.13% of the 13F portfolio, value $6,720,144.

    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 28,508 shares
    Change vs previous 13F -1,197 shares

    0.14% of the 13F portfolio, value $7,353,752.

    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 29,705 shares
    Change vs previous 13F -1,180 shares

    0.16% of the 13F portfolio, value $7,553,506.

    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 30,885 shares
    Change vs previous 13F -3,276 shares

    0.18% of the 13F portfolio, value $7,319,124.

    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 34,161 shares
    Change vs previous 13F -32,886 shares

    0.21% of the 13F portfolio, value $7,575,162.

    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 67,047 shares
    Change vs previous 13F -2,243 shares

    0.49% of the 13F portfolio, value $16,110,155.

    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 69,290 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $16,436,253.

    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).