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

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

Quarter-by-quarter ownership of Red Violet (RDVT) 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 Red Violet

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2025-12-31 $3.2M 56k 56.95
2025-09-30 $3.0M 57k 52.25
2025-06-30 $3.3M 66k 49.20
2025-03-31 $2.4M 64k 37.59
2024-12-31 $1.1M 30k 36.20