Position in EW
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$335,425
-$93,403 QoQ
Shares Held
3,708
-30.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#109
of 193 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EW Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Jun 30, 2026Annex Advisory Services, LLC holds $68,425,397 across 5 Medical Devices names. EW ranks #5 (0.5% of the industry book) .
All Filings in EW
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $335,425 | 3,708 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $428,828 | 5,355 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $463,845 | 5,441 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $421,902 | 5,425 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $423,976 | 5,421 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $399,437 | 5,511 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $401,316 | 5,421 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $277,158 | 4,200 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $387,954 | 4,200 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $401,352 | 4,200 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $323,452 | 4,242 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $301,922 | 4,358 | Shares | Sole | 2023-11-01 | |
| No filing history on record for this holder in this stock. | ||||||