Annex Advisory Services, LLC
Holdings in VCTR
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $36,257,759 | 574,699 | Shares | Sole | 2026-01-26 |
| 2025-09-30 | $35,234,491 | 544,078 | Shares | Sole | 2025-10-17 |
| 2025-06-30 | $33,110,182 | 520,028 | Shares | Sole | 2025-07-11 |
| 2025-03-31 | $22,873,233 | 395,252 | Shares | Sole | 2025-04-11 |
| 2024-12-31 | $11,361,368 | 173,562 | Shares | Sole | 2025-01-16 |
| 2024-09-30 | $1,374,252 | 24,806 | Shares | Sole | 2024-10-10 |
| 2024-06-30 | $890,975 | 18,667 | Shares | Sole | 2024-07-12 |
| 2024-03-31 | $555,493 | 13,092 | Shares | Sole | 2024-04-12 |