Douglas Dynamics shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Quarter-by-quarter ownership of Douglas Dynamics (PLOW) 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 Douglas Dynamics
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Quarterly reported holdings in Douglas Dynamics by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $283k | 10k | 27.58 |
| 2024-06-30 | $240k | 10k | 23.40 |
| 2024-03-31 | $247k | 10k | 24.12 |
| 2023-09-30 | $311k | 10k | 30.18 |
| 2023-06-30 | $308k | 10k | 29.88 |
| 2023-03-31 | $344k | 11k | 31.89 |
| 2022-12-31 | $552k | 15k | 36.16 |
More positions owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
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