Pentair cs shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Quarter-by-quarter ownership of Pentair cs (PNR) shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
from 13F filings
Historical chart of Annex Advisory Services, LLC, d/b/a Annex Wealth Management investment in Pentair cs
Tip: Access up to 7 years of quarterly data
All positions including Pentair cs held by Annex Advisory Services, LLC, d/b/a Annex Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Pentair cs by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $548k | 4.9k | 110.77 |
| 2025-06-30 | $548k | 5.3k | 102.67 |
| 2025-03-31 | $467k | 5.3k | 87.49 |
| 2024-12-31 | $540k | 5.4k | 100.65 |
| 2024-09-30 | $510k | 5.2k | 97.80 |
| 2024-06-30 | $402k | 5.2k | 76.68 |
| 2024-03-31 | $504k | 5.9k | 85.45 |
| 2023-09-30 | $382k | 5.9k | 64.75 |
| 2023-06-30 | $381k | 5.9k | 64.60 |
| 2023-03-31 | $314k | 5.7k | 55.27 |
| 2022-12-31 | $255k | 5.7k | 44.98 |
| 2022-09-30 | $230k | 5.7k | 40.64 |
| 2022-06-30 | $289k | 6.3k | 45.76 |
| 2022-03-31 | $307k | 5.7k | 54.25 |
| 2021-12-31 | $308k | 4.2k | 73.04 |
| 2014-06-30 | $203k | 2.8k | 72.04 |
More positions owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
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