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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

  1. period ended2026-06-30
    13F 8,809 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 23,259 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 50,198 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 51,299 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 59,729 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 56,895 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 49,661 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 36,908 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).