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Disclosery

Annex Advisory Services, LLC: PZA position timeline

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

Annex Advisory Services, LLC held 10,517 PZA 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 10,517 shares
    Change vs previous 13F -8,060 shares

    <0.01% of the 13F portfolio, value $247,362.

    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 18,577 shares
    Change vs previous 13F -2,735 shares

    0.01% of the 13F portfolio, value $426,901.

    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 21,312 shares
    Change vs previous 13F -31,601 shares

    0.01% of the 13F portfolio, value $494,227.

    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 52,913 shares
    Change vs previous 13F -363,755 shares

    0.03% of the 13F portfolio, value $1,221,766.

    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 416,668 shares
    Change vs previous 13F -368,697 shares

    0.22% of the 13F portfolio, value $9,329,204.

    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 785,365 shares
    Change vs previous 13F +73,329 shares

    0.51% of the 13F portfolio, value $18,094,801.

    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 712,036 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $16,811,162.

    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).