Annex Advisory Services, LLC

Position in UFPT — Ufp Technologies Inc

CIK 1542287 BROOKFIELD, WI

Position in UFPT

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

Position Value

$34,594,427

+$9,350,149 QoQ

Shares Held

130,481

+0.1% QoQ

Ownership

1.68%

of shares outstanding

% of Portfolio

1.50%

of 13F equity value

Holder Rank

#18

of 279 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Annex Advisory Services, LLC holds $68,425,397 across 5 Medical Devices names. UFPT ranks #1 (50.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UFPT	Ufp Technologies Inc This page	130,481	$34,594,427
2	GMED	Globus Medical Inc	372,794	$29,454,453
3	ABT	Abbott Laboratories	38,737	$3,514,995
4	SYK	Stryker Corp	1,671	$526,097
5	EW	Edwards Lifesciences Corp	3,708	$335,425

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$34,594,427	130,481	+0.1%	Shares	Sole	2026-07-10
2026-03-31	$25,244,278	130,394	+2.8%	Shares	Sole	2026-04-16
2025-12-31	$28,172,054	126,884	+3.5%	Shares	Sole	2026-01-26
2025-09-30	$24,473,554	122,613	+3.4%	Shares	Sole	2025-10-17
2025-06-30	$28,955,666	118,593	+12.6%	Shares	Sole	2025-07-11
2025-03-31	$21,237,642	105,288	+70.3%	Shares	Sole	2025-04-11
2024-12-31	$15,112,674	61,808	+34.8%	Shares	Sole	2025-01-16
2024-09-30	$14,526,395	45,868	+4.9%	Shares	Sole	2024-10-10
2024-06-30	$11,537,979	43,726	-5.9%	Shares	Sole	2024-07-12
2024-03-31	$11,724,525	46,489	+8.3%	Shares	Sole	2024-04-12
2023-12-31	$7,384,817	42,925	+40.4%	Shares	Sole	2024-02-13
2023-09-30	$4,937,463	30,582	+5.1%	Shares	Sole	2023-11-01
2023-06-30	$5,638,902	29,089	+8.9%	Shares	Sole	2023-07-24
2023-03-31	$3,466,987	26,702	+10.0%	Shares	Sole	2023-04-27
2022-12-31	$2,861,897	24,276	+9.0%	Shares	Sole	2023-01-30
2022-09-30	$1,911,828	22,272	+7.8%	Shares	Sole	2022-10-24
2022-06-30	$1,643,677	20,657	+61.9%	Shares	Sole	2022-07-27
2022-03-31	$844,130	12,757	+315.0%	Shares	Sole	2022-04-13
2021-12-31	$215,979	3,074	—	Shares	Sole	2022-01-31
No filing history on record for this holder in this stock.