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Disclosery

Annex Advisory Services, LLC: PM position timeline

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

Annex Advisory Services, LLC held 256,496 PM 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 256,496 shares
    Change vs previous 13F +154,235 shares

    0.79% of the 13F portfolio, value $46,402,632.

    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 102,261 shares
    Change vs previous 13F +6,633 shares

    0.32% of the 13F portfolio, value $16,907,752.

    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 95,628 shares
    Change vs previous 13F +47,686 shares

    0.29% of the 13F portfolio, value $15,338,732.

    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 47,942 shares
    Change vs previous 13F +12,759 shares

    0.17% of the 13F portfolio, value $7,776,214.

    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 35,183 shares
    Change vs previous 13F +468 shares

    0.15% of the 13F portfolio, value $6,407,924.

    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 34,715 shares
    Change vs previous 13F +11,034 shares

    0.16% of the 13F portfolio, value $5,510,364.

    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 23,681 shares
    Change vs previous 13F +10,301 shares

    0.09% of the 13F portfolio, value $2,850,021.

    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 13,380 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,624,375.

    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).