Skip to content
Disclosery

Annex Advisory Services, LLC: VCTR position timeline

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

Annex Advisory Services, LLC held 581,984 VCTR 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 581,984 shares
    Change vs previous 13F -9,858 shares

    0.84% of the 13F portfolio, value $48,921,504.

    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 591,842 shares
    Change vs previous 13F +17,143 shares

    0.73% of the 13F portfolio, value $38,753,844.

    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 574,699 shares
    Change vs previous 13F +30,621 shares

    0.69% of the 13F portfolio, value $36,257,781.

    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 544,078 shares
    Change vs previous 13F +24,050 shares

    0.75% of the 13F portfolio, value $35,234,476.

    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 520,028 shares
    Change vs previous 13F +124,776 shares

    0.8% of the 13F portfolio, value $33,110,181.

    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 395,252 shares
    Change vs previous 13F +221,690 shares

    0.65% of the 13F portfolio, value $22,873,256.

    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 173,562 shares
    Change vs previous 13F +148,756 shares

    0.34% of the 13F portfolio, value $11,361,394.

    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 24,806 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,374,237.

    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).