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Disclosery

Annex Advisory Services, LLC: PG position timeline

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

Annex Advisory Services, LLC held 12,506 PG 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 12,506 shares
    Change vs previous 13F -3,394 shares

    0.03% of the 13F portfolio, value $1,833,931.

    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 15,900 shares
    Change vs previous 13F -544 shares

    0.04% of the 13F portfolio, value $2,296,616.

    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 16,444 shares
    Change vs previous 13F -7,881 shares

    0.05% of the 13F portfolio, value $2,356,570.

    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 24,325 shares
    Change vs previous 13F -1,011 shares

    0.08% of the 13F portfolio, value $3,737,461.

    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 25,336 shares
    Change vs previous 13F -920 shares

    0.1% of the 13F portfolio, value $4,036,606.

    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 26,256 shares
    Change vs previous 13F -7,959 shares

    0.13% of the 13F portfolio, value $4,474,540.

    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 34,215 shares
    Change vs previous 13F +1,712 shares

    0.17% of the 13F portfolio, value $5,736,094.

    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 32,503 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $5,629,542.

    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).