Annex Advisory Services, LLC

Position in DHI — Horton D R Inc /De/

CIK 1542287 BROOKFIELD, WI

Position in DHI

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$593,208

+$29,097 QoQ

Shares Held

3,642

-11.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#53

of 147 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Consumer Cyclical · as of Jun 30, 2026

Annex Advisory Services, LLC holds $45,568,673 across 3 Residential Construction names. DHI ranks #3 (1.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GRBK	Green Brick Partners, Inc.	437,049	$34,981,401
2	TOL	Toll Brothers, Inc.	60,662	$9,994,064
3	DHI	Horton D R Inc /De/ This page	3,642	$593,208

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$593,208	3,642	-11.4%	Shares	Sole	2026-07-10
2026-03-31	$564,111	4,111	-4.2%	Shares	Sole	2026-04-16
2025-12-31	$618,320	4,293	-5.0%	Shares	Sole	2026-01-26
2025-09-30	$765,495	4,517	-11.8%	Shares	Sole	2025-10-17
2025-06-30	$660,199	5,121	-6.8%	Shares	Sole	2025-07-11
2025-03-31	$698,325	5,493	-8.4%	Shares	Sole	2025-04-11
2024-12-31	$838,081	5,994	-6.2%	Shares	Sole	2025-01-16
2024-09-30	$1,218,638	6,388	-4.3%	Shares	Sole	2024-10-10
2024-06-30	$940,566	6,674	-13.0%	Shares	Sole	2024-07-12
2024-03-31	$1,262,098	7,670	-75.1%	Shares	Sole	2024-04-12
2023-12-31	$4,675,360	30,763	-76.7%	Shares	Sole	2024-02-13
2023-09-30	$14,175,078	131,898	-11.0%	Shares	Sole	2023-11-01
2023-06-30	$18,033,971	148,196	-1.0%	Shares	Sole	2023-07-24
2023-03-31	$14,626,732	149,726	-9.4%	Shares	Sole	2023-04-27
2022-12-31	$14,724,501	165,184	+1.8%	Shares	Sole	2023-01-30
2022-09-30	$10,924,102	162,199	+0.1%	Shares	Sole	2022-10-24
2022-06-30	$10,722,316	161,993	+48.0%	Shares	Sole	2022-07-27
2022-03-31	$8,156,982	109,475	+18.8%	Shares	Sole	2022-04-13
2021-12-31	$9,995,836	92,170	+7.7%	Shares	Sole	2022-01-31
2021-09-30	$7,186,908	85,589	+6.2%	Shares	Sole	2021-10-18
2021-06-30	$7,284,635	80,609	+5.0%	Shares	Sole	2021-07-29
2021-03-31	$6,842,990	76,784	+29.9%	Shares	Sole	2021-04-22
2020-12-31	$4,072,551	59,091	—	Shares	Sole	2021-01-28
No filing history on record for this holder in this stock.