Annex Advisory Services, LLC

CIK
0001542287
City
ELM GROVE
State / Country
WI

Holdings in LMAT

Position Over Time

Report Date Value (USD) Shares
2025-12-31 $19,764,799 243,709
2025-09-30 $20,128,787 230,017
2025-06-30 $18,243,344 219,667
2025-03-31 $2,901,429 34,582
2024-12-31 $2,918,718 31,677
2024-09-30 $2,778,154 29,908
2024-06-30 $2,352,385 28,590
2024-03-31 $1,735,247 26,149
2023-12-31 $1,409,577 24,834
2023-09-30 $658,608 12,089
2023-06-30 $663,111 9,856
2023-03-31 $442,693 8,601
2022-12-31 $358,771 7,796
2022-09-30 $280,209 5,529
2022-06-30 $240,412 5,278