Annex Advisory Services, LLC
Position in BLW — BLACKROCK Ltd DURATION INCOME TRUST
CIK 1542287
BROOKFIELD, WI
Position in BLW
as of Mar 31, 2026
· filed Apr 16, 2026
Position Value
$193,974
-$17,718 QoQ
Shares Held
15,407
0.0% QoQ
Ownership
0.039%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BLW Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Annex Advisory Services, LLC holds $49,342,277 across 3 Asset Management names.
All Filings in BLW
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $193,974 | 15,407 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $211,692 | 15,407 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $215,698 | 15,407 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $218,471 | 15,407 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $217,854 | 15,407 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $217,700 | 15,407 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $223,093 | 15,407 | Shares | Sole | 2024-10-10 | |
| No filing history on record for this holder in this stock. | ||||||