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Disclosery

Annex Advisory Services, LLC: VGT position timeline

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

Annex Advisory Services, LLC held 208,680 VGT 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 208,680 shares
    Change vs previous 13F +181,640 shares

    0.43% of the 13F portfolio, value $24,941,441.

    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 27,040 shares
    Change vs previous 13F -588 shares

    0.35% of the 13F portfolio, value $18,866,600.

    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 27,628 shares
    Change vs previous 13F -187 shares

    0.4% of the 13F portfolio, value $20,825,678.

    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 27,815 shares
    Change vs previous 13F -109 shares

    0.44% of the 13F portfolio, value $20,767,761.

    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 27,924 shares
    Change vs previous 13F -1,537 shares

    0.45% of the 13F portfolio, value $18,521,622.

    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 29,461 shares
    Change vs previous 13F -1,765 shares

    0.45% of the 13F portfolio, value $15,979,287.

    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 31,226 shares
    Change vs previous 13F -2,194 shares

    0.59% of the 13F portfolio, value $19,416,369.

    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 33,420 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $19,601,294.

    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).