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Disclosery

Annex Advisory Services, LLC: FCX position timeline

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

Annex Advisory Services, LLC held 756,244 FCX 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 756,244 shares
    Change vs previous 13F -36,406 shares

    0.81% of the 13F portfolio, value $47,560,181.

    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 792,650 shares
    Change vs previous 13F -165,132 shares

    0.87% of the 13F portfolio, value $46,591,984.

    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 957,782 shares
    Change vs previous 13F -3,430 shares

    0.93% of the 13F portfolio, value $48,645,768.

    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 961,212 shares
    Change vs previous 13F +44,313 shares

    0.8% of the 13F portfolio, value $37,698,751.

    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 916,899 shares
    Change vs previous 13F +196,035 shares

    0.96% of the 13F portfolio, value $39,747,582.

    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 720,864 shares
    Change vs previous 13F +128 shares

    0.77% of the 13F portfolio, value $27,291,901.

    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 720,736 shares
    Change vs previous 13F +97,705 shares

    0.83% of the 13F portfolio, value $27,445,635.

    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 623,031 shares
    Change vs previous 13F not available

    1% of the 13F portfolio, value $31,101,732.

    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).