Annex Advisory Services, LLC

SEC CIK: 0001542287
Latest filing: Jul 10, 2026

SEC filings (opens in a new tab)

HD holding history

Home Depot, Inc. in every 13F filed by Annex Advisory Services, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

HD overview All 13F holders of HD Full Q2 2026 holdings

Shares (Q2 2026): 17,700
Value: $6.24M
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of HD by Annex Advisory Services, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	17,700	$6.24M	0.1%	+2,927+19.8%	Added	Holders
Q1 2026	14,773	$4.86M	0.1%	+1,528+11.5%	Added	Holders
Q4 2025	13,245	$4.56M	0.1%	−7,257−35.4%	Reduced	Holders
Q3 2025	20,502	$8.31M	0.2%	−1,034−4.8%	Reduced	Holders
Q2 2025	21,536	$7.90M	0.2%	+796+3.8%	Added	Holders
Q1 2025	20,740	$7.60M	0.2%	−292−1.4%	Reduced	Holders
Q4 2024	21,032	$8.18M	0.2%	−470−2.2%	Reduced	Holders
Q3 2024	21,502	$8.71M	0.3%	−152−0.7%	Reduced	Holders
Q2 2024	21,654	$7.45M	0.3%	+3,534+19.5%	Added	Holders
Q1 2024	18,120	$6.95M	0.2%	−8,974−33.1%	Reduced	Holders
Q4 2023	27,094	$9.39M	0.4%	−2,749−9.2%	Reduced	Holders
Q3 2023	29,843	$9.02M	0.5%	−44−0.1%	Reduced	Holders
Q2 2023	29,887	$9.28M	0.5%	+469+1.6%	Added	Holders
Q1 2023	29,418	$8.68M	0.5%	−309−1.0%	Reduced	Holders
Q4 2022	29,727	$9.39M	0.5%	+8,390+39.3%	Added	Holders
Q3 2022	21,337	$5.89M	0.4%	−608−2.8%	Reduced	Holders
Q2 2022	21,945	$6.02M	0.4%	+1,358+6.6%	Added	Holders
Q1 2022	20,587	$6.16M	0.5%	+1,210+6.2%	Added	Holders
Q4 2021	19,377	$8.04M	0.6%	+507+2.7%	Added	Holders
Q3 2021	18,870	$6.20M	0.5%	+706+3.9%	Added	Holders
Q2 2021	18,164	$5.80M	0.5%	+372+2.1%	Added	Holders
Q1 2021	17,792	$5.43M	0.5%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.