Viewing historical filing for 2026Q2. View latest →
DOSSIER · 13F-HR · Q2 2026

Annex Advisory Services, LLC

$5.9B in tracked AUM across 356 positions as of Q2 2026.

AA
CIK 0001542287 · last filed Jun 30, 2026
Total AUM
$5.9B
as of Q2 2026
Holdings
356
—
positions
Whale Score
58
58
tracked
Activity
—
no data
changes this Q

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
Loading holdings…

Filing history

Filing history loading…