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Disclosery

Annex Advisory Services, LLC: WEC position timeline

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

Annex Advisory Services, LLC held 121,431 WEC 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 121,431 shares
    Change vs previous 13F +9,591 shares

    0.24% of the 13F portfolio, value $14,179,491.

    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 111,840 shares
    Change vs previous 13F -2,296 shares

    0.24% of the 13F portfolio, value $12,947,727.

    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 114,136 shares
    Change vs previous 13F +7,638 shares

    0.23% of the 13F portfolio, value $12,036,714.

    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 106,498 shares
    Change vs previous 13F -4,032 shares

    0.26% of the 13F portfolio, value $12,203,631.

    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 110,530 shares
    Change vs previous 13F +153 shares

    0.28% of the 13F portfolio, value $11,517,236.

    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 110,377 shares
    Change vs previous 13F -267 shares

    0.34% of the 13F portfolio, value $12,028,854.

    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 110,644 shares
    Change vs previous 13F +6,785 shares

    0.31% of the 13F portfolio, value $10,404,925.

    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 103,859 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $9,989,114.

    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).