Annex Advisory Services, LLC, d/b/a Annex Wealth Management »

At&t shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Quarter-by-quarter ownership of At&t (T) shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management from 13F filings

Historical chart of Annex Advisory Services, LLC, d/b/a Annex Wealth Management investment in At&t

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All positions including At&t held by Annex Advisory Services, LLC, d/b/a Annex Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in At&t by Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $357k 20k 17.60
2023-09-30 $242k 16k 15.02
2023-06-30 $301k 19k 15.95
2023-03-31 $365k 19k 19.25
2022-12-31 $359k 20k 18.41
2022-09-30 $369k 24k 15.36
2022-06-30 $475k 23k 20.95
2022-03-31 $452k 19k 23.63
2021-12-31 $594k 24k 24.61
2021-09-30 $655k 24k 27.01
2021-06-30 $987k 34k 28.73
2021-03-31 $1.2M 39k 30.27
2020-12-31 $1.2M 43k 28.77
2020-09-30 $3.9M 138k 28.51
2020-06-30 $3.8M 125k 30.23
2020-03-31 $3.3M 113k 29.15
2019-12-31 $15M 544k 27.83
2019-09-30 $3.9M 103k 37.84
2019-06-30 $3.4M 100k 33.51
2019-03-31 $3.3M 104k 31.36
2018-12-31 $2.7M 94k 28.55
2018-09-30 $2.9M 88k 33.58
2018-06-30 $2.4M 74k 32.11
2018-03-31 $1.4M 38k 35.64
2017-12-31 $1.8M 45k 38.88
2017-09-30 $1.3M 33k 39.16
2017-06-30 $1.2M 32k 37.72
2017-03-31 $1.2M 28k 41.55
2016-12-31 $1.3M 31k 42.54
2016-09-30 $1.1M 28k 40.60
2016-06-30 $577k 13k 43.22
2016-03-31 $476k 12k 39.14
2015-12-31 $404k 12k 34.38
2015-09-30 $414k 13k 32.55
2015-06-30 $420k 12k 35.50
2015-03-31 $325k 9.9k 32.67
2014-12-31 $317k 9.4k 33.59
2014-09-30 $330k 9.4k 35.29
2014-06-30 $269k 7.6k 35.32
2014-03-31 $264k 7.5k 35.07
2013-12-31 $342k 9.7k 35.19
2013-09-30 $253k 7.5k 33.82
2013-06-30 $210k 5.9k 35.42

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Vanguard Index Fds Total Stk Mkt (VTI)
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Merck & Co (MRK)
Visa Com Cl A (V)

View all positions for Annex Advisory Services, LLC, d/b/a Annex Wealth Management

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