Position in LMAT
as of Mar 31, 2026
· filed Apr 16, 2026
Position Value
$27,359,093
+$7,594,294 QoQ
Shares Held
250,610
+2.8% QoQ
Ownership
1.10%
of shares outstanding
% of Portfolio
1.20%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
16 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in LMAT Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Mar 31, 2026Annex Advisory Services, LLC holds $58,252,872 across 3 Medical Instruments & Supplies names. LMAT ranks #2 (47.0% of the industry book) .
All Filings in LMAT
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $27,359,093 | 250,610 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $19,764,799 | 243,709 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $20,128,787 | 230,017 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $18,243,344 | 219,667 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $2,901,429 | 34,582 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $2,918,718 | 31,677 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $2,778,154 | 29,908 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $2,352,385 | 28,590 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $1,735,247 | 26,149 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $1,409,577 | 24,834 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $658,608 | 12,089 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $663,111 | 9,856 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $442,693 | 8,601 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $358,771 | 7,796 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $280,209 | 5,529 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $240,412 | 5,278 | Shares | Sole | 2022-07-27 | |
| No filing history on record for this holder in this stock. | ||||||