Annex Advisory Services, LLC

Position in MCRI — Monarch Casino & Resort Inc

CIK 1542287 BROOKFIELD, WI

Position in MCRI

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

Position Value

$1,932,298

+$484,914 QoQ

Shares Held

14,682

-3.0% QoQ

Ownership

0.083%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#75

of 255 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

Annex Advisory Services, LLC holds $1,932,298 across 1 Resorts & Casinos name. MCRI ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	MCRI	Monarch Casino & Resort Inc This page	14,682	$1,932,298

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,932,298	14,682	-3.0%	Shares	Sole	2026-07-10
2026-03-31	$1,447,384	15,140	-24.6%	Shares	Sole	2026-04-16
2025-12-31	$1,922,230	20,086	-1.3%	Shares	Sole	2026-01-26
2025-09-30	$2,153,526	20,347	-14.4%	Shares	Sole	2025-10-17
2025-06-30	$2,054,851	23,772	+4.5%	Shares	Sole	2025-07-11
2025-03-31	$1,768,579	22,747	+42.6%	Shares	Sole	2025-04-11
2024-12-31	$1,258,691	15,953	+28.5%	Shares	Sole	2025-01-16
2024-09-30	$983,899	12,412	-21.3%	Shares	Sole	2024-10-10
2024-06-30	$1,074,273	15,768	+12.0%	Shares	Sole	2024-07-12
2024-03-31	$1,055,709	14,078	+9.2%	Shares	Sole	2024-04-12
2023-12-31	$891,274	12,889	+37.0%	Shares	Sole	2024-02-13
2023-09-30	$584,298	9,409	+27.0%	Shares	Sole	2023-11-01
2023-06-30	$521,823	7,407	+35.1%	Shares	Sole	2023-07-24
2023-03-31	$406,490	5,482	+32.6%	Shares	Sole	2023-04-27
2022-12-31	$317,863	4,134	+10.4%	Shares	Sole	2023-01-30
2022-09-30	$210,300	3,746	-3.6%	Shares	Sole	2022-10-24
2022-06-30	$228,050	3,887	+10.4%	Shares	Sole	2022-07-27
2022-03-31	$307,049	3,520	—	Shares	Sole	2022-04-13
No filing history on record for this holder in this stock.