Annex Advisory Services, LLC
Holdings in BFC
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,020,242 | 8,375 | Shares | Sole | 2026-01-26 |
| 2021-09-30 | $913,656 | 12,892 | Shares | Sole | 2021-10-18 |
| 2021-06-30 | $965,337 | 13,836 | Shares | Sole | 2021-07-29 |
| 2021-03-31 | $1,037,561 | 13,836 | Shares | Sole | 2021-04-22 |
| 2020-12-31 | $913,897 | 14,099 | Shares | Sole | 2021-01-28 |
| 2020-09-30 | $874,571 | 14,899 | Shares | Sole | 2020-10-23 |
| 2020-06-30 | $987,075 | 15,399 | Shares | Sole | 2020-07-21 |
| 2020-03-31 | $862,344 | 15,399 | Shares | Sole | 2020-04-22 |