Assurant shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Quarter-by-quarter ownership of Assurant (AIZ) 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 Assurant
Tip: Access up to 7 years of quarterly data
All positions including Assurant held by Annex Advisory Services, LLC, d/b/a Annex Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Assurant by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.6M | 8.1k | 198.87 |
| 2024-06-30 | $1.4M | 8.1k | 166.24 |
| 2024-03-31 | $1.5M | 8.2k | 188.23 |
| 2023-09-30 | $1.2M | 8.3k | 143.59 |
| 2023-06-30 | $1.0M | 8.3k | 125.73 |
| 2023-03-31 | $994k | 8.3k | 120.07 |
| 2022-12-31 | $1.0M | 8.3k | 125.07 |
| 2022-09-30 | $1.2M | 8.3k | 145.26 |
| 2022-06-30 | $1.4M | 8.3k | 172.85 |
| 2022-03-31 | $1.7M | 9.6k | 181.78 |
| 2021-12-31 | $1.7M | 11k | 155.81 |
| 2021-09-30 | $1.7M | 11k | 157.78 |
| 2021-06-30 | $2.1M | 14k | 156.20 |
| 2021-03-31 | $2.2M | 15k | 141.77 |
| 2020-12-31 | $2.1M | 15k | 136.23 |
| 2020-09-30 | $2.3M | 19k | 121.31 |
| 2020-06-30 | $2.0M | 19k | 103.31 |
| 2020-03-31 | $2.1M | 21k | 104.07 |
| 2019-12-31 | $453k | 3.5k | 131.11 |
| 2019-09-30 | $438k | 3.5k | 125.86 |
| 2019-06-30 | $386k | 3.6k | 106.45 |
| 2019-03-31 | $344k | 3.6k | 94.87 |
| 2018-12-31 | $324k | 3.6k | 89.35 |
| 2018-09-30 | $392k | 3.6k | 107.90 |
| 2018-06-30 | $404k | 3.9k | 103.62 |
| 2018-03-31 | $359k | 3.9k | 91.30 |
More positions owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
View all positions for Annex Advisory Services, LLC, d/b/a Annex Wealth Management