Annex Advisory Services, LLC

Position in GRBK — Green Brick Partners, Inc.

CIK 1542287 BROOKFIELD, WI

Position in GRBK

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

Position Value

$34,981,401

-$449,084 QoQ

Shares Held

437,049

-20.5% QoQ

Ownership

1.01%

of shares outstanding

% of Portfolio

1.52%

of 13F equity value

Holder Rank

of 29 holders

Holding Since

Jun 2024

9 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. GRBK ranks #1 (76.8% of the industry book) .

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

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$34,981,401	437,049	-20.5%	Shares	Sole	2026-07-10
2026-03-31	$35,430,485	549,736	+3.2%	Shares	Sole	2026-04-16
2025-12-31	$33,367,389	532,515	-8.3%	Shares	Sole	2026-01-26
2025-09-30	$42,892,274	580,724	+6.3%	Shares	Sole	2025-10-17
2025-06-30	$34,359,329	546,427	+16.3%	Shares	Sole	2025-07-11
2025-03-31	$27,403,076	469,955	+72.8%	Shares	Sole	2025-04-11
2024-12-31	$15,361,382	271,931	+26.5%	Shares	Sole	2025-01-16
2024-09-30	$17,947,278	214,886	+15.1%	Shares	Sole	2024-10-10
2024-06-30	$10,687,223	186,709	—	Shares	Sole	2024-07-12
No filing history on record for this holder in this stock.