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Disclosery

Annex Advisory Services, LLC: XLV position timeline

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

Annex Advisory Services, LLC held 44,670 XLV 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 44,670 shares
    Change vs previous 13F -1,799 shares

    0.12% of the 13F portfolio, value $7,087,402.

    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 46,469 shares
    Change vs previous 13F -118 shares

    0.13% of the 13F portfolio, value $6,812,842.

    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 46,587 shares
    Change vs previous 13F +65 shares

    0.14% of the 13F portfolio, value $7,211,732.

    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 46,522 shares
    Change vs previous 13F -1,183 shares

    0.14% of the 13F portfolio, value $6,474,403.

    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 47,705 shares
    Change vs previous 13F -1,182 shares

    0.15% of the 13F portfolio, value $6,430,103.

    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 48,887 shares
    Change vs previous 13F -3,476 shares

    0.2% of the 13F portfolio, value $7,137,992.

    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 52,363 shares
    Change vs previous 13F -277 shares

    0.22% of the 13F portfolio, value $7,203,586.

    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 52,640 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $8,107,578.

    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).