Annex Advisory Services, LLC: WBD position timeline

Annex Advisory Services, LLC held 0 WBD shares at 2025-09-30 per its 13F-HR filed 2025-10-17.

the latest 13F is the newest step

1. period ended2025-09-30

   13F 0 shares

   Change vs previous 13F -11,640 shares

   13F-HR 0001542287-25-000002 filed by Annex Advisory Services, LLC
   Filed 2025-10-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-06-30

   13F 11,640 shares

   Change vs previous 13F +144 shares

   <0.01% of the 13F portfolio, value $133,394.

   13F-HR 0001085146-25-003756 filed by Annex Advisory Services, LLC
   Filed 2025-07-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

3. period ended2025-03-31

   13F 11,496 shares

   Change vs previous 13F +69 shares

   <0.01% of the 13F portfolio, value $123,352.

   13F-HR 0001085146-25-002042 filed by Annex Advisory Services, LLC
   Filed 2025-04-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

4. period ended2024-12-31

   13F 11,427 shares

   Change vs previous 13F -549 shares

   <0.01% of the 13F portfolio, value $120,783.

   13F-HR 0001085146-25-000240 filed by Annex Advisory Services, LLC
   Filed 2025-01-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

5. period ended2024-09-30

   13F 11,976 shares

   Change vs previous 13F not available

   <0.01% of the 13F portfolio, value $98,802.

   13F-HR 0001085146-24-004836 filed by Annex Advisory Services, LLC
   Filed 2024-10-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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