Position in CSL
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$217,287
-$4,139 QoQ
Shares Held
599
+1.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#610
of 792 holders
Holding Since
Mar 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CSL Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026Annex Advisory Services, LLC holds $1,251,698 across 3 Building Products & Equipment names. CSL ranks #3 (17.4% of the industry book) .
All Filings in CSL
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $217,287 | 599 | Shares | Sole | 2026-07-10 | |
| 2025-06-30 | $221,426 | 593 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $201,916 | 593 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $210,607 | 571 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $256,807 | 571 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $231,374 | 571 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $223,746 | 571 | Shares | Sole | 2024-04-12 | |
| No filing history on record for this holder in this stock. | ||||||