UFP Technologies shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Quarter-by-quarter ownership of UFP Technologies (UFPT) 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 UFP Technologies
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Quarterly reported holdings in UFP Technologies by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $12M | 47k | 252.20 |
| 2023-09-30 | $4.9M | 31k | 161.45 |
| 2023-06-30 | $5.6M | 29k | 193.85 |
| 2023-03-31 | $3.5M | 27k | 129.84 |
| 2022-12-31 | $2.9M | 24k | 117.89 |
| 2022-09-30 | $1.9M | 22k | 85.85 |
| 2022-06-30 | $1.6M | 21k | 79.59 |
| 2022-03-31 | $844k | 13k | 66.16 |
| 2021-12-31 | $216k | 3.1k | 70.27 |
More positions owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
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