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Aegis Wealth Management LLC: FCX position timeline

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

Aegis Wealth Management LLC held 21,220 FCX shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,220 shares
    Change vs previous 13F -21 shares

    0.63% of the 13F portfolio, value $1,334,526.

    13F-HR 0001628818-26-000004 filed by Aegis 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 21,241 shares
    Change vs previous 13F 0 shares

    0.71% of the 13F portfolio, value $1,248,546.

    13F-HR 0001628818-26-000003 filed by Aegis 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 21,241 shares
    Change vs previous 13F 0 shares

    0.61% of the 13F portfolio, value $1,078,831.

    13F-HR 0001628818-26-000001 filed by Aegis 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 21,241 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $833,073.

    13F-HR 0001628818-25-000004 filed by Aegis Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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