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Disclosery

Annex Advisory Services, LLC: VOO position timeline

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

Annex Advisory Services, LLC held 5,562 VOO 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 5,562 shares
    Change vs previous 13F +526 shares

    0.07% of the 13F portfolio, value $3,819,507.

    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 5,036 shares
    Change vs previous 13F +299 shares

    0.06% of the 13F portfolio, value $3,009,688.

    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 4,737 shares
    Change vs previous 13F +332 shares

    0.06% of the 13F portfolio, value $2,970,354.

    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 4,405 shares
    Change vs previous 13F -16 shares

    0.06% of the 13F portfolio, value $2,697,724.

    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 4,421 shares
    Change vs previous 13F +429 shares

    0.06% of the 13F portfolio, value $2,511,120.

    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 3,992 shares
    Change vs previous 13F +31 shares

    0.06% of the 13F portfolio, value $2,051,503.

    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 3,961 shares
    Change vs previous 13F -182 shares

    0.06% of the 13F portfolio, value $2,134,401.

    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 4,143 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $2,186,178.

    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).