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Disclosery

Annex Advisory Services, LLC: VIG position timeline

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

Annex Advisory Services, LLC held 84,964 VIG 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 84,964 shares
    Change vs previous 13F -1,691 shares

    0.34% of the 13F portfolio, value $20,104,080.

    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 86,655 shares
    Change vs previous 13F -4,578 shares

    0.35% of the 13F portfolio, value $18,635,877.

    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 91,233 shares
    Change vs previous 13F -4,849 shares

    0.38% of the 13F portfolio, value $20,051,191.

    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 96,082 shares
    Change vs previous 13F -2,922 shares

    0.44% of the 13F portfolio, value $20,733,552.

    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 99,004 shares
    Change vs previous 13F -9,035 shares

    0.49% of the 13F portfolio, value $20,263,107.

    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 108,039 shares
    Change vs previous 13F -6,056 shares

    0.59% of the 13F portfolio, value $20,958,565.

    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 114,095 shares
    Change vs previous 13F +203 shares

    0.67% of the 13F portfolio, value $22,343,237.

    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 113,892 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $22,557,413.

    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).