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

Rubrik shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Quarter-by-quarter ownership of Rubrik (RBRK) 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 Rubrik

Tip: Access up to 7 years of quarterly data

All positions including Rubrik 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 Rubrik by Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $37M 486k 76.48

More positions owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Victory Portfolios Ii Core Intrmediate (UBND)
American Centy Etf Tr Us Eqt Etf (AVUS)
Alps Etf Tr Smith Core Plus (SMTH)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Ishares Tr Global 100 Etf (IOO)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Amazon (AMZN)
Meta Platforms Cl A (META)
Mfs Active Exchange Traded F Internatinl Etf (MFSI)
Harbor Etf Trust Internatnal Comp (OSEA)
Dimensional Etf Trust Intl Core Equity (DFIC)
Ishares Tr Mbs Etf (MBB)

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

Top funds holding Rubrik

Vanguard Group
BlackRock
First Trust Advisors
Citadel Advisors
Ing Investment Management
Jane Street
FMR
Federated Investors
Geode Capital Management
Susquehanna International
State Street Corporation
Legal & General Group
PointState Capital
D. E. Shaw & Co
Pictet Asset Management Holding SA

View all funds holding Rubrik