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Disclosery

Annex Advisory Services, LLC: VFLO position timeline

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

Annex Advisory Services, LLC held 72,965 VFLO 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 72,965 shares
    Change vs previous 13F -455,202 shares

    0.06% of the 13F portfolio, value $3,338,156.

    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 528,167 shares
    Change vs previous 13F -865,880 shares

    0.39% of the 13F portfolio, value $20,852,044.

    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 1,394,047 shares
    Change vs previous 13F -1,421,755 shares

    1.05% of the 13F portfolio, value $54,897,569.

    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 2,815,802 shares
    Change vs previous 13F -357,332 shares

    2.25% of the 13F portfolio, value $105,592,563.

    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 3,173,134 shares
    Change vs previous 13F +834,478 shares

    2.7% of the 13F portfolio, value $112,170,296.

    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 2,338,656 shares
    Change vs previous 13F -297,804 shares

    2.27% of the 13F portfolio, value $80,169,129.

    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 2,636,460 shares
    Change vs previous 13F -255,265 shares

    2.71% of the 13F portfolio, value $89,876,915.

    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 2,891,725 shares
    Change vs previous 13F not available

    3.08% of the 13F portfolio, value $96,294,455.

    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).