13F Insight
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DOSSIER · 13F-HR · Q3 2026

Annex Advisory Services, LLC

$6.1B in tracked AUM across 377 positions as of Q3 2026.

AA
CIK 0001542287 · last filed Sep 30, 2026
Total AUM
$6.1B
as of Q3 2026
Holdings
377
—
positions
Whale Score
63
63
tracked
Activity
—
no data
changes this Q

Top 10 holdings

By portfolio weight as of Q3 2026. Source: SEC EDGAR 13F-HR filings.

#HoldingValueSharesWeight
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Filing history

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