Annex Advisory Services, LLC
Holdings in PBR
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $24,986,661 | 2,108,579 | Shares | Sole | 2026-01-26 |
| 2025-09-30 | $25,247,432 | 1,994,268 | Shares | Sole | 2025-10-17 |
| 2025-06-30 | $23,229,793 | 1,856,898 | Shares | Sole | 2025-07-11 |
| 2025-03-31 | $26,078,121 | 1,818,558 | Shares | Sole | 2025-04-11 |
| 2024-12-31 | $19,403,245 | 1,508,806 | Shares | Sole | 2025-01-16 |
| 2024-09-30 | $13,929,974 | 966,688 | Shares | Sole | 2024-10-10 |
| 2024-06-30 | $12,902,142 | 890,417 | Shares | Sole | 2024-07-12 |
| 2024-03-31 | $5,360,232 | 352,415 | Shares | Sole | 2024-04-12 |
| 2023-12-31 | $5,001,740 | 313,196 | Shares | Sole | 2024-02-13 |
| 2023-06-30 | $157,011 | 11,353 | Shares | Sole | 2023-07-24 |
| 2023-03-31 | $214,482 | 20,564 | Shares | Sole | 2023-04-27 |
| 2022-12-31 | $213,000 | 20,000 | Shares | Sole | 2023-01-30 |