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
Download as csvQuarterly 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 |
More positions owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
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