Annex Advisory Services, LLC: VPG position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Annex Advisory Services, LLC on VPG, newest first. How the timeline and the estimate are built.
Annex Advisory Services, LLC held 8,809 VPG shares at 2026-06-30 per its 13F-HR filed 2026-07-10.
the latest 13F is the newest step
- period ended2026-06-3013F 8,809 sharesChange vs previous 13F -14,450 shares
0.02% of the 13F portfolio, value $1,320,557.
13F-HR 0001542287-26-000003 filed by Annex Advisory Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 23,259 sharesChange vs previous 13F -26,939 shares
0.02% of the 13F portfolio, value $1,009,906.
13F-HR 0001542287-26-000002 filed by Annex Advisory Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 50,198 sharesChange vs previous 13F -1,101 shares
0.04% of the 13F portfolio, value $1,932,623.
13F-HR 0001542287-26-000001 filed by Annex Advisory Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 51,299 sharesChange vs previous 13F -8,430 shares
0.03% of the 13F portfolio, value $1,644,133.
13F-HR 0001542287-25-000002 filed by Annex Advisory Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 59,729 sharesChange vs previous 13F +2,834 shares
0.04% of the 13F portfolio, value $1,678,385.
13F-HR 0001085146-25-003756 filed by Annex Advisory Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 56,895 sharesChange vs previous 13F +7,234 shares
0.04% of the 13F portfolio, value $1,370,601.
13F-HR 0001085146-25-002042 filed by Annex Advisory Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 49,661 sharesChange vs previous 13F +12,753 shares
0.04% of the 13F portfolio, value $1,165,544.
13F-HR 0001085146-25-000240 filed by Annex Advisory Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 36,908 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $955,917.
13F-HR 0001085146-24-004836 filed by Annex Advisory Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).