Annex Advisory Services, LLC
Holdings in IESC
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $3,090,374 | 7,944 | Shares | Sole | 2026-01-26 |
| 2025-09-30 | $4,539,970 | 11,417 | Shares | Sole | 2025-10-17 |
| 2025-06-30 | $4,140,110 | 13,976 | Shares | Sole | 2025-07-11 |
| 2025-03-31 | $2,216,271 | 13,423 | Shares | Sole | 2025-04-11 |
| 2024-12-31 | $1,989,704 | 9,901 | Shares | Sole | 2025-01-16 |
| 2024-09-30 | $1,999,194 | 10,015 | Shares | Sole | 2024-10-10 |
| 2024-06-30 | $717,270 | 5,148 | Shares | Sole | 2024-07-12 |