Annex Advisory Services, LLC, d/b/a Annex Wealth Management - Portfolio Holdings by Quarter
Historical 13F-HR SEC quarterly filings for Annex Advisory Services, LLC, d/b/a Annex Wealth Management going back to Nov. 13, 2012
- Annex Advisory Services 2024 Q1 - filed April 12, 2024 - new!
- Annex Advisory Services 2023 Q3 - filed Nov. 1, 2023
- Annex Advisory Services 2023 Q2 - filed July 24, 2023
- Annex Advisory Services 2023 Q1 - filed April 27, 2023
- Annex Advisory Services 2022 Q4 - filed Jan. 30, 2023
- Annex Advisory Services 2022 Q3 - filed Oct. 24, 2022
- Annex Advisory Services 2022 Q2 - filed July 27, 2022
- Annex Advisory Services 2022 Q1 - filed April 13, 2022
- Annex Advisory Services 2021 Q4 - filed Jan. 31, 2022
- Annex Advisory Services 2021 Q3 - filed Oct. 18, 2021
- Annex Advisory Services 2021 Q2 - filed July 29, 2021
- Annex Advisory Services 2021 Q1 - filed April 22, 2021
- Annex Advisory Services 2020 Q4 - filed Jan. 28, 2021
- Annex Advisory Services 2020 Q3 - filed Oct. 23, 2020
- Annex Advisory Services 2020 Q2 - filed July 21, 2020
- Annex Advisory Services 2020 Q1 - filed April 22, 2020
- Annex Advisory Services 2019 Q4 restated - filed Feb. 13, 2020
- Annex Advisory Services 2019 Q4 - filed Feb. 10, 2020
- Annex Advisory Services 2019 Q3 - filed Nov. 14, 2019
- Annex Advisory Services 2019 Q2 - filed July 18, 2019
- Annex Advisory Services 2019 Q1 - filed May 15, 2019
- Annex Advisory Services 2018 Q4 - filed Feb. 12, 2019
- Annex Advisory Services 2018 Q3 - filed Nov. 13, 2018
- Annex Advisory Services 2018 Q2 - filed Aug. 13, 2018
- Annex Advisory Services 2018 Q1 - filed May 3, 2018
- Annex Advisory Services 2017 Q4 - filed Feb. 13, 2018
- Annex Advisory Services 2017 Q3 - filed Nov. 2, 2017
- Annex Advisory Services 2017 Q2 - filed Aug. 4, 2017
- Annex Advisory Services 2017 Q1 - filed May 15, 2017
- Annex Advisory Services 2016 Q4 - filed Feb. 14, 2017
- Annex Advisory Services 2016 Q3 - filed Nov. 14, 2016
- Annex Advisory Services 2016 Q2 - filed Aug. 11, 2016
- Annex Advisory Services 2016 Q1 - filed May 2, 2016
- Annex Advisory Services 2015 Q4 - filed Feb. 1, 2016
- Annex Advisory Services 2015 Q3 - filed Nov. 16, 2015
- Annex Advisory Services 2015 Q2 - filed Aug. 12, 2015
- Annex Advisory Services 2015 Q1 - filed May 12, 2015
- Annex Advisory Services 2014 Q4 - filed Feb. 6, 2015
- Annex Advisory Services 2014 Q3 - filed Nov. 13, 2014
- Annex Advisory Services 2014 Q2 - filed Aug. 14, 2014
- Annex Advisory Services 2014 Q1 - filed May 15, 2014
- Annex Advisory Services 2013 Q4 - filed Feb. 12, 2014
- Annex Advisory Services 2013 Q3 - filed Nov. 13, 2013
- Annex Advisory Services 2013 Q2 - filed Aug. 12, 2013
- Annex Advisory Services, LLC, d/b/a Annex Wealth Management 2013 Q1 - filed April 26, 2013
- Annex Advisory Services, LLC, d/b/a Annex Wealth Management 2012 Q4 - filed Feb. 13, 2013
- Annex Advisory Services, LLC, d/b/a Annex Wealth Management 2012 Q3 - filed Nov. 13, 2012