Curated Wealth Partners LLC: FCX position timeline

Curated Wealth Partners LLC held 4,981 FCX shares at 2026-06-30 per its 13F-HR/A filed 2026-08-14.

the latest 13F is the newest step

1. period ended2026-06-30

   13F/A 4,981 shares

   Change vs previous 13F +1,384 shares

   0.04% of the 13F portfolio, value $313,255.

   13F-HR/A 0001085146-26-000609 filed by Curated Wealth Partners LLC
   Filed 2026-08-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 3,597 shares

   Change vs previous 13F +3,597 shares

   0.03% of the 13F portfolio, value $211,433.

   13F-HR 0001085146-26-000338 filed by Curated Wealth Partners LLC
   Filed 2026-04-09 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-03-31

   13F 0 shares

   Change vs previous 13F -14,552 shares

   13F-HR 0001085146-25-002091 filed by Curated Wealth Partners LLC
   Filed 2025-04-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

4. period ended2024-12-31

   13F 14,552 shares

   Change vs previous 13F -1,649 shares

   0.06% of the 13F portfolio, value $554,141.

   13F-HR 0001085146-25-000353 filed by Curated Wealth Partners LLC
   Filed 2025-01-21 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2024-09-30

   13F 16,201 shares

   Change vs previous 13F not available

   0.1% of the 13F portfolio, value $808,755.

   13F-HR 0001085146-24-004640 filed by Curated Wealth Partners LLC
   Filed 2024-10-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).