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Disclosery

Annex Advisory Services, LLC: XMHQ position timeline

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

Annex Advisory Services, LLC held 2,664 XMHQ 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 2,664 shares
    Change vs previous 13F -275 shares

    0.01% of the 13F portfolio, value $300,765.

    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 2,939 shares
    Change vs previous 13F -234 shares

    0.01% of the 13F portfolio, value $303,853.

    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 3,173 shares
    Change vs previous 13F -1,011 shares

    0.01% of the 13F portfolio, value $325,026.

    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 4,184 shares
    Change vs previous 13F -2,643 shares

    0.01% of the 13F portfolio, value $439,160.

    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 6,827 shares
    Change vs previous 13F -1,102,336 shares

    0.02% of the 13F portfolio, value $670,719.

    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 1,109,163 shares
    Change vs previous 13F +56,559 shares

    2.88% of the 13F portfolio, value $101,521,729.

    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 1,052,604 shares
    Change vs previous 13F +144,450 shares

    3.12% of the 13F portfolio, value $103,649,955.

    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 908,154 shares
    Change vs previous 13F not available

    2.98% of the 13F portfolio, value $93,158,425.

    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).