Position in LB
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$2,651,845
+$586,560 QoQ
Shares Held
33,466
+11.9% QoQ
Ownership
0.043%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#57
of 193 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LB Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas E&P
Energy · as of Jun 30, 2026Annex Advisory Services, LLC holds $70,062,605 across 3 Oil & Gas E&P names. LB ranks #2 (3.8% of the industry book) .
All Filings in LB
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,651,845 | 33,466 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $2,065,285 | 29,910 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $14,410,065 | 294,143 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $14,448,193 | 270,819 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $14,096,241 | 208,586 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $13,071,713 | 181,703 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $1,165,448 | 18,041 | Shares | Sole | 2025-01-16 | |
| No filing history on record for this holder in this stock. | ||||||