Annex Advisory Services, LLC

All 13F Portfolio Filings

Most recent 13F
Q1 2023
Location
Elm Grove, WI
CIK
0001542287
All SEC filings
View on sec.gov
Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name
Q1 2023 243 1,865,913 13F-HR 4/27/2023 000108514623001937 Annex Advisory Services, LLC
Q4 2022 252 1,775,034 13F-HR 1/30/2023 000108514623000451 Annex Advisory Services, LLC
Q3 2022 238 1,483,438 13F-HR 10/24/2022 000108514622003567 Annex Advisory Services, LLC
Q2 2022 256 1,384,826 13F-HR 7/26/2022 000108514622002612 Annex Advisory Services, LLC
Q1 2022 250 1,366,882 13F-HR 4/12/2022 000108514622001379 Annex Advisory Services, LLC
Q4 2021 250 1,459,091 13F-HR 1/31/2022 000108514622000386 Annex Advisory Services, LLC
Q3 2021 213 1,222,444 13F-HR 10/18/2021 000108514621002808 Annex Advisory Services, LLC
Q2 2021 218 1,233,555 13F-HR 7/29/2021 000108514621002130 Annex Advisory Services, LLC
Q1 2021 202 1,038,797 13F-HR 4/21/2021 000108514621001274 Annex Advisory Services, LLC
Q4 2020 193 1,021,227 13F-HR 1/28/2021 000108514621000289 Annex Advisory Services, LLC
Q3 2020 137 784,463 13F-HR 10/23/2020 000108514620002631 Annex Advisory Services, LLC
Q2 2020 123 717,243 13F-HR 7/21/2020 000108514620001846 Annex Advisory Services, LLC
Q1 2020 123 706,216 13F-HR 4/22/2020 000108514620001176 Annex Advisory Services, LLC
Q4 2019 132 825,301 RESTATEMENT 2/13/2020 000108514620000646 Annex Advisory Services, LLC
Q4 2019 155 1,403,873 13F-HR 2/10/2020 000108514620000524 Annex Advisory Services, LLC
Q3 2019 124 744,270 13F-HR 11/14/2019 000108514619002972 Annex Advisory Services, LLC
Q2 2019 119 710,261 13F-HR 7/18/2019 000108514619001924 Annex Advisory Services, LLC
Q1 2019 132 667,263 13F-HR 5/15/2019 000106299319002246 Annex Advisory Services, LLC
Q4 2018 129 634,334 13F-HR 2/12/2019 000106299319000683 Annex Advisory Services, LLC
Q3 2018 134 647,085 13F-HR 11/13/2018 000106299318004547 Annex Advisory Services, LLC
Q2 2018 129 586,732 13F-HR 8/13/2018 000106299318003294 Annex Advisory Services, LLC
Q1 2018 129 549,768 13F-HR 5/3/2018 000106299318001897 Annex Advisory Services, LLC
Q4 2017 122 528,982 13F-HR 2/13/2018 000106299318000691 Annex Advisory Services, LLC
Q3 2017 124 488,028 13F-HR 11/2/2017 000106299317004634 Annex Advisory Services, LLC
Q2 2017 125 450,417 13F-HR 8/4/2017 000106299317003522 Annex Advisory Services, LLC
Q1 2017 119 402,470 13F-HR 5/15/2017 000106299317002510 Annex Advisory Services, LLC
Q4 2016 110 411,842 13F-HR 2/14/2017 000106299317000822 Annex Advisory Services, LLC
Q3 2016 111 384,413 13F-HR 11/14/2016 000106299316012253 Annex Advisory Services, LLC
Q2 2016 115 369,100 13F-HR 8/11/2016 000106299316010981 Annex Advisory Services, LLC
Q1 2016 114 352,437 13F-HR 5/2/2016 000106299316009326 Annex Advisory Services, LLC
Q4 2015 113 341,267 13F-HR 2/1/2016 000106299316007378 Annex Advisory Services, LLC
Q3 2015 115 307,578 13F-HR 11/16/2015 000106299315006183 Annex Advisory Services, LLC
Q2 2015 114 312,012 13F-HR 8/12/2015 000106299315004341 Annex Advisory Services, LLC
Q1 2015 117 310,762 13F-HR 5/12/2015 000106299315002579 Annex Advisory Services, LLC
Q4 2014 97 320,709 13F-HR 2/6/2015 000106299315000525 Annex Advisory Services, LLC
Q3 2014 86 295,617 13F-HR 11/13/2014 000106299314006549 Annex Advisory Services, LLC
Q2 2014 82 292,792 13F-HR 8/14/2014 000106299314004892 Annex Advisory Services, LLC
Q1 2014 87 268,968 13F-HR 5/15/2014 000106299314002974 Annex Advisory Services, LLC
Q4 2013 92 260,475 13F-HR 2/12/2014 000106299314000717 Annex Advisory Services, LLC