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Disclosery

Annex Advisory Services, LLC: ZETA position timeline

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

Annex Advisory Services, LLC held 119,320 ZETA 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 119,320 shares
    Change vs previous 13F -55,182 shares

    0.04% of the 13F portfolio, value $2,348,218.

    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 174,502 shares
    Change vs previous 13F -1,896,054 shares

    0.05% of the 13F portfolio, value $2,778,073.

    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 2,070,556 shares
    Change vs previous 13F not available

    0.8% of the 13F portfolio, value $42,135,815.

    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).