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Disclosery

Annex Advisory Services, LLC: PBR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Annex Advisory Services, LLC on PBR, newest first. How the timeline and the estimate are built.

Annex Advisory Services, LLC held 2,182,965 PBR shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,182,965 shares
    Change vs previous 13F +50,612 shares

    0.6% of the 13F portfolio, value $35,276,723.

    13F-HR 0001542287-26-000003 filed by Annex Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 2,132,353 shares
    Change vs previous 13F +23,774 shares

    0.83% of the 13F portfolio, value $44,246,331.

    13F-HR 0001542287-26-000002 filed by Annex Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 2,108,579 shares
    Change vs previous 13F +114,311 shares

    0.48% of the 13F portfolio, value $24,986,658.

    13F-HR 0001542287-26-000001 filed by Annex Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 1,994,268 shares
    Change vs previous 13F +137,370 shares

    0.54% of the 13F portfolio, value $25,247,433.

    13F-HR 0001542287-25-000002 filed by Annex Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 1,856,898 shares
    Change vs previous 13F +38,340 shares

    0.56% of the 13F portfolio, value $23,229,788.

    13F-HR 0001085146-25-003756 filed by Annex Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 1,818,558 shares
    Change vs previous 13F +309,752 shares

    0.74% of the 13F portfolio, value $26,078,116.

    13F-HR 0001085146-25-002042 filed by Annex Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 1,508,806 shares
    Change vs previous 13F +542,118 shares

    0.58% of the 13F portfolio, value $19,403,249.

    13F-HR 0001085146-25-000240 filed by Annex Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 966,688 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $13,929,974.

    13F-HR 0001085146-24-004836 filed by Annex Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).