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Disclosery

Annex Advisory Services, LLC: VZ position timeline

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

Annex Advisory Services, LLC held 29,046 VZ 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 29,046 shares
    Change vs previous 13F -468 shares

    0.02% of the 13F portfolio, value $1,229,819.

    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 29,514 shares
    Change vs previous 13F -5,128 shares

    0.03% of the 13F portfolio, value $1,481,639.

    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 34,642 shares
    Change vs previous 13F -55,070 shares

    0.03% of the 13F portfolio, value $1,410,943.

    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 89,712 shares
    Change vs previous 13F -3,709 shares

    0.08% of the 13F portfolio, value $3,942,827.

    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 93,421 shares
    Change vs previous 13F -1,172 shares

    0.1% of the 13F portfolio, value $4,042,333.

    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 94,593 shares
    Change vs previous 13F -30,917 shares

    0.12% of the 13F portfolio, value $4,290,734.

    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 125,510 shares
    Change vs previous 13F -6,195 shares

    0.15% of the 13F portfolio, value $5,019,129.

    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 131,705 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $5,914,889.

    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).