Annex Advisory Services, LLC
Holdings in UFPT
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $28,172,054 | 126,884 | Shares | Sole | 2026-01-26 |
| 2025-09-30 | $24,473,554 | 122,613 | Shares | Sole | 2025-10-17 |
| 2025-06-30 | $28,955,666 | 118,593 | Shares | Sole | 2025-07-11 |
| 2025-03-31 | $21,237,642 | 105,288 | Shares | Sole | 2025-04-11 |
| 2024-12-31 | $15,112,674 | 61,808 | Shares | Sole | 2025-01-16 |
| 2024-09-30 | $14,526,395 | 45,868 | Shares | Sole | 2024-10-10 |
| 2024-06-30 | $11,537,979 | 43,726 | Shares | Sole | 2024-07-12 |
| 2024-03-31 | $11,724,525 | 46,489 | Shares | Sole | 2024-04-12 |
| 2023-12-31 | $7,384,817 | 42,925 | Shares | Sole | 2024-02-13 |
| 2023-09-30 | $4,937,463 | 30,582 | Shares | Sole | 2023-11-01 |
| 2023-06-30 | $5,638,902 | 29,089 | Shares | Sole | 2023-07-24 |
| 2023-03-31 | $3,466,987 | 26,702 | Shares | Sole | 2023-04-27 |
| 2022-12-31 | $2,861,897 | 24,276 | Shares | Sole | 2023-01-30 |
| 2022-09-30 | $1,911,828 | 22,272 | Shares | Sole | 2022-10-24 |
| 2022-06-30 | $1,643,677 | 20,657 | Shares | Sole | 2022-07-27 |
| 2022-03-31 | $844,130 | 12,757 | Shares | Sole | 2022-04-13 |
| 2021-12-31 | $215,979 | 3,074 | Shares | Sole | 2022-01-31 |