13F holdings
Annex Advisory Services, LLC portfolio
Managed by . 374 reported positions worth $5.3B as of 2026-03-31, filed with the SEC on 2026-04-16. Parsed from the filing itself, not a reseller.
$5.3B
Book value
374
Positions
36%
Top 10 weight
+38
New this quarter
-21
Exited
134 days
Age today
How old this actually is
Every position on this page is a snapshot of 2026-03-31. It was already 16 days old on 2026-04-16, the day it first became public. Today it is 134 days old.
That lag is the law, not a service level — Rule 13f-1 gives managers 45 days after quarter end to file, and no product can shorten it. A fund can have sold every share below before you read this sentence. Treat it as a record of what happened, never as a position you can follow.
What changed
Positions opened and closed
Against its 2025-12-31 filing. This is the part worth reading — the holdings table below is mostly years old.
New positions (38)
| Ticker | Issuer | Value | Shares | % of book |
|---|---|---|---|---|
| DFAI | DIMENSIONAL ETF TRUST | $152.4M | 3,912,260 | 2.86% |
| LRGF | ISHARES TR | $89.9M | 1,361,862 | 1.68% |
| PCY | INVESCO EXCH TRADED FD TR II | $83.7M | 4,002,668 | 1.57% |
| FALN | ISHARES TR | $81.2M | 3,038,602 | 1.52% |
| DFAE | DIMENSIONAL ETF TRUST | $71.1M | 2,099,668 | 1.33% |
| IAGG | ISHARES TR | $67.4M | 1,346,915 | 1.26% |
| ROBO | EXCHANGE TRADED CONCEPTS TRU | $50.7M | 741,102 | 0.95% |
| SMLF | ISHARES TR | $42.3M | 560,961 | 0.79% |
| FWONK | LIBERTY MEDIA CORP DEL | $37.4M | 439,548 | 0.70% |
| EMGF | ISHARES INC | $35.8M | 591,848 | 0.67% |
| VRT | VERTIV HOLDINGS CO | $32.2M | 128,392 | 0.60% |
| XBI | SPDR SERIES TRUST | $31.6M | 247,103 | 0.59% |
| KBWB | INVESCO EXCH TRADED FD TR II | $30.8M | 389,057 | 0.58% |
| NOK | NOKIA CORP | $3.3M | 407,742 | 0.06% |
| PIPR | PIPER SANDLER COMPANIES | $2.0M | 26,772 | 0.04% |
| CAMT | CAMTEK LTD | $1.5M | 10,105 | 0.03% |
| WLDN | WILLDAN GROUP INC | $699,299 | 9,134 | 0.01% |
| INTU | INTUIT | $543,069 | 1,256 | 0.01% |
| SPYI | NEOS ETF TRUST | $376,496 | 7,626 | 0.01% |
| AKRE | PROFESIONALLY MANAGED PORTFO | $375,975 | 7,114 | 0.01% |
| RWJ | INVESCO EXCH TRADED FD TR II | $359,810 | 7,128 | 0.01% |
| GEM | GOLDMAN SACHS ETF TR | $322,531 | 7,466 | 0.01% |
| SCHW | SCHWAB CHARLES CORP | $314,753 | 3,349 | 0.01% |
| GRID | FIRST TR EXCHANGE-TRADED FD | $292,154 | 1,786 | 0.01% |
| APA | APA CORPORATION | $282,014 | 6,645 | 0.01% |
Closed out (21)
| Ticker | Issuer | Was worth | Shares | % of book |
|---|---|---|---|---|
| AJG | GALLAGHER ARTHUR J & CO | $26.6M | 102,631 | 0.00% |
| UPST | UPSTART HLDGS INC | $18.4M | 421,373 | 0.00% |
| GSHD | GOOSEHEAD INS INC | $6.4M | 87,158 | 0.00% |
| 62C | PIPER SANDLER COMPANIES | $1.9M | 5,461 | 0.00% |
| NATH | NATHANS FAMOUS INC NEW | $1.7M | 18,449 | 0.00% |
| BFC | BANK FIRST CORP | $1.0M | 8,375 | 0.00% |
| IWV | ISHARES TR | $779,890 | 2,016 | 0.00% |
| NTNX | NUTANIX INC | $412,590 | 7,982 | 0.00% |
| DPZ | DOMINOS PIZZA INC | $309,917 | 744 | 0.00% |
| DOO | BRP INC | $278,865 | 3,941 | 0.00% |
| ADBE | ADOBE INC | $255,843 | 731 | 0.00% |
| MTG | MGIC INVT CORP WIS | $250,357 | 8,568 | 0.00% |
| EXK | EXACT SCIENCES CORP | $240,799 | 2,371 | 0.00% |
| TFC | TRUIST FINL CORP | $236,454 | 4,805 | 0.00% |
| IEFA | ISHARES TR | $231,728 | 2,590 | 0.00% |
| ARCC | ARES CAPITAL CORP | $228,604 | 11,300 | 0.00% |
| FICO | FAIR ISAAC CORP | $226,543 | 134 | 0.00% |
| AOA | ISHARES TR | $225,870 | 2,522 | 0.00% |
| FOUR | SHIFT4 PMTS INC | $222,725 | 3,537 | 0.00% |
| JMST | J P MORGAN EXCHANGE TRADED F | $215,782 | 4,236 | 0.00% |
| ROL | ROLLINS INC | $203,108 | 3,384 | 0.00% |
Added to (105)
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| UBND | VICTORY PORTFOLIOS II | $385.1M | 17,683,091 | 7.22% | +4% |
| GSIE | GOLDMAN SACHS ETF TR | $240.5M | 5,577,023 | 4.51% | +309% |
| SMTH | ALPS ETF TR | $207.5M | 8,057,413 | 3.89% | +16% |
| DFAU | DIMENSIONAL ETF TRUST | $167.3M | 3,707,366 | 3.13% | +29% |
| NVDA | NVIDIA CORPORATION | $141.2M | 809,750 | 2.65% | +13% |
| AMZN | AMAZON COM INC | $98.5M | 472,785 | 1.85% | +3% |
| MSFT | MICROSOFT CORP | $88.4M | 238,941 | 1.66% | +47% |
| BAB | INVESCO EXCH TRADED FD TR II | $85.7M | 3,179,994 | 1.61% | +4% |
| TKO | TKO GROUP HOLDINGS INC | $83.3M | 413,103 | 1.56% | +4% |
| GOOGL | ALPHABET INC | $76.9M | 267,265 | 1.44% | +40% |
| ADI | ANALOG DEVICES INC | $76.5M | 240,485 | 1.43% | +82% |
| V | VISA INC | $70.6M | 233,433 | 1.32% | +4% |
| AVGO | BROADCOM INC | $69.7M | 225,201 | 1.31% | +3% |
| NEE | NEXTERA ENERGY INC | $58.0M | 624,424 | 1.09% | +1299% |
| MS | MORGAN STANLEY | $56.7M | 344,831 | 1.06% | +3% |
Trimmed (165)
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| GSWO | GOLDMAN SACHS ETF TR | $341,068 | 6,058 | 0.01% | -99% |
| WST | WEST PHARMACEUTICAL SVSC INC | $379,554 | 1,514 | 0.01% | -99% |
| ZROZ | PIMCO ETF TR | $794,764 | 12,416 | 0.01% | -99% |
| MBB | ISHARES TR | $1.2M | 12,914 | 0.02% | -99% |
| OSEA | HARBOR ETF TRUST | $1.6M | 55,561 | 0.03% | -98% |
| RBRK | RUBRIK INC. | $712,465 | 14,549 | 0.01% | -97% |
| GRIN | VICTORY PORTFOLIOS II | $2.5M | 91,209 | 0.05% | -96% |
| GSY | INVESCO ACTIVELY MANAGED EXC | $6.5M | 129,048 | 0.12% | -92% |
| ZETA | ZETA GLOBAL HOLDINGS CORP | $2.8M | 174,502 | 0.05% | -92% |
| ORCL | ORACLE CORP | $3.2M | 21,839 | 0.06% | -91% |
| GLBE | GLOBAL E ONLINE LTD | $2.0M | 63,897 | 0.04% | -90% |
| LB | LANDBRIDGE COMPANY LLC | $2.1M | 29,910 | 0.04% | -90% |
| SO | SOUTHERN CO | $495,805 | 5,137 | 0.01% | -89% |
| DYNF | BLACKROCK ETF TRUST | $8.6M | 148,308 | 0.16% | -88% |
| HHH | HOWARD HUGHES HOLDINGS INC | $1.5M | 23,230 | 0.03% | -87% |
The book
Largest 150 of 374 holdings
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| UBND | VICTORY PORTFOLIOS II | $385.1M | 17,683,091 | 7.22% | — |
| GSIE | GOLDMAN SACHS ETF TR | $240.5M | 5,577,023 | 4.51% | — |
| AVUS | AMERICAN CENTY ETF TR | $214.5M | 1,929,071 | 4.02% | — |
| SMTH | ALPS ETF TR | $207.5M | 8,057,413 | 3.89% | — |
| DFAU | DIMENSIONAL ETF TRUST | $167.3M | 3,707,366 | 3.13% | — |
| IOO | ISHARES TR | $153.9M | 1,271,829 | 2.88% | — |
| DFAI | DIMENSIONAL ETF TRUST | $152.4M | 3,912,260 | 2.86% | — |
| NVDA | NVIDIA CORPORATION | $141.2M | 809,750 | 2.65% | — |
| AVDE | AMERICAN CENTY ETF TR | $132.0M | 1,555,705 | 2.47% | — |
| AVEM | AMERICAN CENTY ETF TR | $123.5M | 1,533,037 | 2.31% | — |
| AAPL | APPLE INC | $116.8M | 460,120 | 2.19% | — |
| AMZN | AMAZON COM INC | $98.5M | 472,785 | 1.85% | — |
| LRGF | ISHARES TR | $89.9M | 1,361,862 | 1.68% | — |
| MSFT | MICROSOFT CORP | $88.4M | 238,941 | 1.66% | — |
| DFIC | DIMENSIONAL ETF TRUST | $87.5M | 2,461,444 | 1.64% | — |
| BAB | INVESCO EXCH TRADED FD TR II | $85.7M | 3,179,994 | 1.61% | — |
| PCY | INVESCO EXCH TRADED FD TR II | $83.7M | 4,002,668 | 1.57% | — |
| TKO | TKO GROUP HOLDINGS INC | $83.3M | 413,103 | 1.56% | — |
| FALN | ISHARES TR | $81.2M | 3,038,602 | 1.52% | — |
| GOOGL | ALPHABET INC | $76.9M | 267,265 | 1.44% | — |
| ADI | ANALOG DEVICES INC | $76.5M | 240,485 | 1.43% | — |
| DFAE | DIMENSIONAL ETF TRUST | $71.1M | 2,099,668 | 1.33% | — |
| V | VISA INC | $70.6M | 233,433 | 1.32% | — |
| AVGO | BROADCOM INC | $69.7M | 225,201 | 1.31% | — |
| IAGG | ISHARES TR | $67.4M | 1,346,915 | 1.26% | — |
| META | META PLATFORMS INC | $64.8M | 113,303 | 1.21% | — |
| NEE | NEXTERA ENERGY INC | $58.0M | 624,424 | 1.09% | — |
| ASML | ASML HLDG NV | $56.9M | 43,080 | 1.07% | — |
| MS | MORGAN STANLEY | $56.7M | 344,831 | 1.06% | — |
| SPOT | SPOTIFY TECHNOLOGY S A | $56.3M | 116,041 | 1.05% | — |
| EXPE | EXPEDIA GROUP INC | $53.4M | 231,093 | 1.00% | — |
| ROBO | EXCHANGE TRADED CONCEPTS TRU | $50.7M | 741,102 | 0.95% | — |
| FCX | FREEPORT MCMORAN INC | $46.6M | 792,650 | 0.87% | — |
| MEDP | MEDPACE HLDGS INC | $45.5M | 94,656 | 0.85% | — |
| PBR | PETROLEO BRASILEIRO S A | $44.2M | 2,132,353 | 0.83% | — |
| SMLF | ISHARES TR | $42.3M | 560,961 | 0.79% | — |
| ORLY | OREILLY AUTOMOTIVE INC | $40.1M | 434,926 | 0.75% | — |
| COST | COSTCO WHOLESALE CORPORATION | $40.0M | 40,118 | 0.75% | — |
| VCTR | VICTORY CAP HLDGS INC DEL | $38.8M | 591,842 | 0.73% | — |
| UBER | UBER TECHNOLOGIES INC | $38.6M | 536,465 | 0.72% | — |
| VTI | VANGUARD INDEX FDS | $38.5M | 119,991 | 0.72% | — |
| FWONK | LIBERTY MEDIA CORP DEL | $37.4M | 439,548 | 0.70% | — |
| BAC | BANK AMERICA CORP | $36.0M | 738,938 | 0.68% | — |
| EMGF | ISHARES INC | $35.8M | 591,848 | 0.67% | — |
| TPL | TEXAS PACIFIC LAND CORPORATI | $35.6M | 75,040 | 0.67% | — |
| GRBK | GREEN BRICK PARTNERS INC | $35.4M | 549,736 | 0.66% | — |
| GFLW | VICTORY PORTFOLIOS II | $35.2M | 1,339,321 | 0.66% | — |
| MELI | MERCADOLIBRE INC | $35.1M | 20,310 | 0.66% | — |
| QLTY | GMO ETF TRUST | $32.4M | 896,626 | 0.61% | — |
| VRT | VERTIV HOLDINGS CO | $32.2M | 128,392 | 0.60% | — |
| HOOD | ROBINHOOD MKTS INC | $31.6M | 456,295 | 0.59% | — |
| XBI | SPDR SERIES TRUST | $31.6M | 247,103 | 0.59% | — |
| KBWB | INVESCO EXCH TRADED FD TR II | $30.8M | 389,057 | 0.58% | — |
| ISRG | INTUITIVE SURGICAL INC | $30.5M | 66,193 | 0.57% | — |
| GMED | GLOBUS MED INC | $30.2M | 350,387 | 0.57% | — |
| CVX | CHEVRON CORPORATION | $29.9M | 144,609 | 0.56% | — |
| LMAT | LEMAITRE VASCULAR INC | $27.4M | 250,610 | 0.51% | — |
| UFPT | UFP TECHNOLOGIES INC | $25.2M | 130,394 | 0.47% | — |
| FNV | FRANCO NEV CORP | $23.3M | 94,173 | 0.44% | — |
| PYLD | PIMCO ETF TR | $22.2M | 847,522 | 0.42% | — |
| VFLO | VICTORY PORTFOLIOS II | $20.9M | 528,167 | 0.39% | — |
| BBLU | EA SERIES TRUST | $20.8M | 1,411,687 | 0.39% | — |
| SPYG | SPDR SERIES TRUST | $20.7M | 211,498 | 0.39% | — |
| FPEI | FIRST TR EXCH TRADED FD III | $19.5M | 1,025,517 | 0.37% | — |
| SPTM | SPDR SERIES TRUST | $19.0M | 240,396 | 0.36% | — |
| VGT | VANGUARD WORLD FD | $18.9M | 27,040 | 0.35% | — |
| VIG | VANGUARD SPECIALIZED FUNDS | $18.6M | 86,655 | 0.35% | — |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $17.9M | 53,111 | 0.34% | — |
| DBEF | DBX ETF TR | $17.5M | 354,816 | 0.33% | — |
| MFSI | MFS ACTIVE EXCHANGE TRADED F | $17.5M | 587,778 | 0.33% | — |
| PM | PHILIP MORRIS INTL INC | $16.9M | 102,261 | 0.32% | — |
| MGV | VANGUARD WORLD FD | $16.1M | 111,415 | 0.30% | — |
| JPM | JPMORGAN CHASE & CO | $15.4M | 52,287 | 0.29% | — |
| HONGBP | HONEYWELL INTL INC | $13.9M | 61,433 | 0.26% | — |
| WEC | WEC ENERGY GROUP INC | $12.9M | 111,840 | 0.24% | — |
| XLP | SELECT SECTOR SPDR TR | $12.3M | 150,032 | 0.23% | — |
| CRM | SALESFORCE INC | $12.1M | 65,047 | 0.23% | — |
| ABBV | ABBVIE INC | $12.0M | 55,040 | 0.22% | — |
| IWL | ISHARES TR | $11.9M | 74,071 | 0.22% | — |
| ETN | EATON CORP PLC | $11.3M | 31,700 | 0.21% | — |
| AVDV | AMERICAN CENTY ETF TR | $11.2M | 112,052 | 0.21% | — |
| TMO | THERMO FISHER SCIENTIFIC INC | $10.8M | 21,900 | 0.20% | — |
| GS | GOLDMAN SACHS GROUP INC | $10.4M | 12,293 | 0.19% | — |
| WMB | WILLIAMS COS INC | $10.4M | 142,708 | 0.19% | — |
| DYNF | BLACKROCK ETF TRUST | $8.6M | 148,308 | 0.16% | — |
| RSP | INVESCO EXCHANGE TRADED FD T | $8.5M | 44,338 | 0.16% | — |
| JNJ | JOHNSON & JOHNSON | $8.3M | 34,050 | 0.16% | — |
| VLO | VALERO ENERGY CORP | $8.3M | 33,465 | 0.15% | — |
| SPY | STATE STR SPDR S&P 500 ETF T | $7.9M | 12,128 | 0.15% | — |
| MRSH | MARSH & MCLENNAN COS INC | $7.8M | 44,744 | 0.15% | — |
| CTAS | CINTAS CORP | $7.3M | 43,352 | 0.14% | — |
| UNH | UNITEDHEALTH GROUP INC | $7.1M | 26,420 | 0.13% | — |
| MNST | MONSTER BEVERAGE CORP NEW | $7.0M | 96,634 | 0.13% | — |
| XLV | SELECT SECTOR SPDR TR | $6.8M | 46,469 | 0.13% | — |
| QUAL | ISHARES TR | $6.8M | 35,482 | 0.13% | — |
| VB | VANGUARD INDEX FDS | $6.7M | 25,657 | 0.13% | — |
| QQQ | INVESCO QQQ TR | $6.7M | 11,582 | 0.13% | — |
| GSY | INVESCO ACTIVELY MANAGED EXC | $6.5M | 129,048 | 0.12% | — |
| IVV | ISHARES TR | $6.3M | 9,600 | 0.12% | — |
| TOL | TOLL BROTHERS INC | $6.3M | 45,833 | 0.12% | — |
| VFH | VANGUARD WORLD FD | $6.2M | 51,646 | 0.12% | — |
| SCHD | SCHWAB STRATEGIC TR | $6.1M | 200,364 | 0.12% | — |
| AMAT | APPLIED MATLS INC | $5.7M | 16,821 | 0.11% | — |
| MRVL | MARVELL TECHNOLOGY INC | $5.6M | 56,763 | 0.11% | — |
| COF | CAPITAL ONE FINL CORP | $5.2M | 28,673 | 0.10% | — |
| HD | HOME DEPOT INC | $4.9M | 14,773 | 0.09% | — |
| BIPC | BROOKFIELD INFRASTRUCTURE CO | $4.7M | 120,187 | 0.09% | — |
| T | AT&T INC | $4.6M | 158,747 | 0.09% | — |
| WM | WASTE MGMT INC DEL | $4.6M | 19,946 | 0.09% | — |
| AMGN | AMGEN INC | $4.6M | 12,988 | 0.09% | — |
| HAL | HALLIBURTON CO | $4.6M | 117,167 | 0.09% | — |
| MU | MICRON TECHNOLOGY INC | $4.4M | 12,881 | 0.08% | — |
| ABT | ABBOTT LABORATORIES | $4.3M | 41,639 | 0.08% | — |
| ACWV | ISHARES INC | $4.2M | 35,462 | 0.08% | — |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $4.1M | 8,584 | 0.08% | — |
| CSCO | CISCO SYS INC | $4.1M | 52,972 | 0.08% | — |
| CVE | CENOVUS ENERGY INC | $3.9M | 146,567 | 0.07% | — |
| IWF | ISHARES TR | $3.8M | 8,812 | 0.07% | — |
| C | CITIGROUP INC | $3.7M | 32,857 | 0.07% | — |
| MAMA | MAMAS CREATIONS INC | $3.7M | 240,814 | 0.07% | — |
| IESC | IES HOLDINGS INC | $3.6M | 7,655 | 0.07% | — |
| BRC | BRADY CORP | $3.6M | 44,701 | 0.07% | — |
| MO | ALTRIA GROUP INC | $3.6M | 54,608 | 0.07% | — |
| LLY | ELI LILLY & CO | $3.5M | 3,775 | 0.07% | — |
| AEM | AGNICO EAGLE MINES LTD | $3.5M | 17,012 | 0.06% | — |
| IJR | ISHARES TR | $3.4M | 27,430 | 0.06% | — |
| EXMOC | EXXON MOBIL CORP | $3.4M | 20,086 | 0.06% | — |
| LPLA | LPL FINL HLDGS INC | $3.3M | 10,975 | 0.06% | — |
| NOK | NOKIA CORP | $3.3M | 407,742 | 0.06% | — |
| GOOG | ALPHABET INC | $3.2M | 11,322 | 0.06% | — |
| ORCL | ORACLE CORP | $3.2M | 21,839 | 0.06% | — |
| SPSM | SPDR SERIES TRUST | $3.2M | 66,334 | 0.06% | — |
| DHR | DANAHER CORP DEL | $3.0M | 15,908 | 0.06% | — |
| VOO | VANGUARD INDEX FDS | $3.0M | 5,036 | 0.06% | — |
| INTC | INTEL CORP | $2.8M | 63,218 | 0.05% | — |
| ZETA | ZETA GLOBAL HOLDINGS CORP | $2.8M | 174,502 | 0.05% | — |
| LIN | LINDE PLC | $2.8M | 5,572 | 0.05% | — |
| SPYM | SPDR SERIES TRUST | $2.7M | 35,584 | 0.05% | — |
| GRIN | VICTORY PORTFOLIOS II | $2.5M | 91,209 | 0.05% | — |
| DCO | DUCOMMUN INC DEL | $2.5M | 20,486 | 0.05% | — |
| GHM | GRAHAM CORP | $2.5M | 31,537 | 0.05% | — |
| QCOM | QUALCOMM INC | $2.5M | 19,187 | 0.05% | — |
| FCFS | FIRSTCASH HOLDINGS INC | $2.5M | 13,140 | 0.05% | — |
| IBM | INTERNATIONAL BUSINESS MACHS | $2.4M | 10,068 | 0.05% | — |
| PG | PROCTER & GAMBLE CO | $2.3M | 15,900 | 0.04% | — |
| WMT | WALMART INC | $2.2M | 17,547 | 0.04% | — |
| IDMO | INVESCO EXCH TRADED FD TR II | $2.2M | 39,524 | 0.04% | — |
| AIZ | ASSURANT INC | $2.1M | 9,819 | 0.04% | — |
| LB | LANDBRIDGE COMPANY LLC | $2.1M | 29,910 | 0.04% | — |
| PIPR | PIPER SANDLER COMPANIES | $2.0M | 26,772 | 0.04% | — |
This table is the 150 largest positions by value, out of 374 reported. The search box only searches what is on this page — a name absent from it may still be in the filing further down the book. The full info table is here.
This manager also disclosed 1 options positions with a combined notional of $28,290. Notional is not ownership, so it is excluded from the book value above rather than folded in to make the fund look bigger.
Rows are aggregated by CUSIP — a manager files the same security multiple times when different internal desks hold it. Tickers link to our own backtest of that asset where we cover it.
Read the original
This page was built from one document: the 2026-03-31 Form 13F info table filed by Annex Advisory Services, LLC (CIK 1542287, accession 0001542287-26-000002). Every other 13F site is reading the same file.
If anything here disagrees with it, the filing wins — and we would want to know. All 13F filings by this manager
What a 13F cannot show you
A 13F is a long-only equity snapshot, and the holes in it are structural. Anyone selling you this data as "what the smart money is doing" is selling you one leg of a position:
- No short positions. None, ever. A fund shown here as bullish may be net short the same name through a book you cannot see.
- No cash, bonds, FX, commodities or non-US listings. A macro fund's entire thesis can be invisible.
- No intra-quarter round trips. Bought and sold inside the same quarter means it never appears at all.
- Options are notional, not ownership. We keep puts and calls in a separate bucket rather than adding their notional into a fund's book size, which is how a $2B fund gets reported as a $20B one.
- Confidential treatment. Managers can ask the SEC to withhold a position while they build it. Those holdings are legally absent from the filing, so a "new" position may be months old.
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