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AE Wealth Management LLC: FCX position timeline

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

AE Wealth Management LLC held 171,651 FCX shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 171,651 shares
    Change vs previous 13F -656 shares

    0.05% of the 13F portfolio, value $10,795,139.

    13F-HR 0001697723-26-000007 filed by AE Wealth Management 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 172,307 shares
    Change vs previous 13F +4,746 shares

    0.05% of the 13F portfolio, value $10,128,177.

    13F-HR 0001697723-26-000006 filed by AE Wealth Management 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 167,561 shares
    Change vs previous 13F +144,674 shares

    0.05% of the 13F portfolio, value $8,510,404.

    13F-HR 0001697723-26-000001 filed by AE Wealth Management 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 22,887 shares
    Change vs previous 13F +114 shares

    0.01% of the 13F portfolio, value $897,615.

    13F-HR 0001697723-25-000007 filed by AE Wealth Management 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 22,773 shares
    Change vs previous 13F +3,178 shares

    0.01% of the 13F portfolio, value $987,185.

    13F-HR 0001697723-25-000004 filed by AE Wealth Management 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 19,595 shares
    Change vs previous 13F +1,661 shares

    0.01% of the 13F portfolio, value $741,853.

    13F-HR 0001697723-25-000003 filed by AE Wealth Management 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 17,934 shares
    Change vs previous 13F -2,998 shares

    0.01% of the 13F portfolio, value $682,905.

    13F-HR 0001697723-25-000001 filed by AE Wealth Management 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 20,932 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,044,923.

    13F-HR 0001697723-24-000005 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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