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Disclosery

Annex Advisory Services, LLC: WM position timeline

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

Annex Advisory Services, LLC held 19,872 WM 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 19,872 shares
    Change vs previous 13F -74 shares

    0.08% of the 13F portfolio, value $4,429,150.

    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 19,946 shares
    Change vs previous 13F -6,452 shares

    0.09% of the 13F portfolio, value $4,583,395.

    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 26,398 shares
    Change vs previous 13F +457 shares

    0.11% of the 13F portfolio, value $5,799,838.

    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 25,941 shares
    Change vs previous 13F +131 shares

    0.12% of the 13F portfolio, value $5,728,633.

    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 25,810 shares
    Change vs previous 13F +23,432 shares

    0.14% of the 13F portfolio, value $5,905,860.

    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 2,378 shares
    Change vs previous 13F +907 shares

    0.02% of the 13F portfolio, value $550,513.

    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 1,471 shares
    Change vs previous 13F +1 shares

    0.01% of the 13F portfolio, value $296,784.

    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 1,470 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $305,082.

    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).