Annex Advisory Services, LLC
Q1 2026 13F Holdings
Location
Brookfield, WI
Holdings as of
3/31/2026
Value ($000)
$5,336,559
Num holdings
375
Date filed
4/16/2026
Form type
13F-HR
Prev filing
1/26/2026
Next filing
SEC
View on sec.gov
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Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type