4068594 Enphase Energy shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Quarter-by-quarter ownership of 4068594 Enphase Energy (ENPH) 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 4068594 Enphase Energy
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Quarterly reported holdings in 4068594 Enphase Energy by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $595k | 15k | 39.65 |
| 2025-03-31 | $931k | 15k | 62.05 |
| 2024-12-31 | $1.0M | 15k | 68.68 |
| 2024-09-30 | $1.7M | 15k | 113.02 |
| 2024-06-30 | $1.5M | 15k | 99.71 |
| 2024-03-31 | $1.8M | 15k | 120.98 |
| 2023-09-30 | $1.8M | 15k | 120.15 |
| 2023-06-30 | $2.6M | 15k | 167.48 |
| 2023-03-31 | $1.4M | 6.4k | 210.28 |
| 2022-12-31 | $538k | 2.0k | 264.96 |
| 2022-09-30 | $563k | 2.0k | 277.34 |
| 2022-06-30 | $1.4M | 7.0k | 195.29 |
| 2022-03-31 | $1.0M | 5.0k | 201.80 |
| 2021-12-31 | $1.8M | 9.6k | 182.92 |
| 2021-09-30 | $1.4M | 9.6k | 150.00 |
| 2021-06-30 | $3.3M | 18k | 183.64 |
| 2021-03-31 | $1.6M | 9.9k | 162.13 |
| 2020-12-31 | $1.1M | 6.1k | 175.41 |
| 2020-09-30 | $330k | 4.0k | 82.50 |
More positions owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
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