Annex Advisory Services, LLC
Holdings in UP
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $12,116 | 18,471 | Shares | Sole | 2026-01-26 |
| 2025-09-30 | $33,986 | 18,471 | Shares | Sole | 2025-10-17 |
| 2025-06-30 | $19,763 | 18,471 | Shares | Sole | 2025-07-11 |
| 2025-03-31 | $18,655 | 18,471 | Shares | Sole | 2025-04-11 |
| 2024-12-31 | $30,477 | 18,471 | Shares | Sole | 2025-01-16 |
| 2024-09-30 | $44,699 | 18,471 | Shares | Sole | 2024-10-10 |
| 2024-06-30 | $34,910 | 18,471 | Shares | Sole | 2024-07-12 |
| 2024-03-31 | $53,011 | 18,471 | Shares | Sole | 2024-04-12 |
| 2023-12-31 | $63,355 | 18,471 | Shares | Sole | 2024-02-13 |
| 2023-09-30 | $38,234 | 18,471 | Shares | Sole | 2023-11-01 |
| 2023-06-30 | $21,611 | 18,471 | Shares | Sole | 2023-07-24 |