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Disclosery

Annex Advisory Services, LLC: FNV position timeline

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

Annex Advisory Services, LLC held 160,605 FNV 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 160,605 shares
    Change vs previous 13F +66,432 shares

    0.57% of the 13F portfolio, value $33,476,505.

    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 94,173 shares
    Change vs previous 13F -105,799 shares

    0.44% of the 13F portfolio, value $23,265,344.

    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 199,972 shares
    Change vs previous 13F +9,336 shares

    0.79% of the 13F portfolio, value $41,450,155.

    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 190,636 shares
    Change vs previous 13F +10,233 shares

    0.9% of the 13F portfolio, value $42,494,637.

    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 180,403 shares
    Change vs previous 13F -2,703 shares

    0.71% of the 13F portfolio, value $29,571,704.

    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 183,106 shares
    Change vs previous 13F +23,702 shares

    0.82% of the 13F portfolio, value $28,850,206.

    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 159,404 shares
    Change vs previous 13F +31,547 shares

    0.56% of the 13F portfolio, value $18,744,281.

    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 127,857 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $15,886,237.

    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).