Position in OSCR
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$2,118,551
+$206,399 QoQ
Shares Held
74,283
-55.4% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#149
of 401 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in OSCR Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Annex Advisory Services, LLC holds $31,331,600 across 3 Healthcare Plans names. OSCR ranks #2 (6.8% of the industry book) .
All Filings in OSCR
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,118,551 | 74,283 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $1,912,152 | 166,709 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $1,500,745 | 104,436 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,307,305 | 69,060 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $801,727 | 37,394 | Shares | Sole | 2025-07-11 | |
| No filing history on record for this holder in this stock. | ||||||