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

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

Quarter-by-quarter ownership of Wey (WEYS) 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 Wey

Tip: Access up to 7 years of quarterly data

All positions including Wey 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 csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Wey by Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Quarter filed Position value Share count Share price at filing
2025-03-31 $707k 23k 30.48
2024-12-31 $1.3M 34k 37.55
2024-09-30 $857k 25k 34.04
2024-06-30 $580k 19k 30.32
2024-03-31 $545k 17k 31.88
2023-09-30 $317k 13k 25.35
2023-06-30 $236k 8.8k 26.69
2023-03-31 $206k 8.1k 25.30
2022-06-30 $298k 12k 24.43
2022-03-31 $300k 12k 24.76
2021-12-31 $206k 8.6k 23.91