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Atria Investments, Inc: FCX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Atria Investments, Inc on FCX, newest first. How the timeline and the estimate are built.

Atria Investments, Inc held 146,492 FCX shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 146,492 shares
    Change vs previous 13F +54,894 shares

    0.09% of the 13F portfolio, value $9,212,856.

    13F-HR 0001535865-26-000010 filed by Atria Investments, Inc
    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 91,598 shares
    Change vs previous 13F +5,649 shares

    0.06% of the 13F portfolio, value $5,384,148.

    13F-HR 0001535865-26-000005 filed by Atria Investments, Inc
    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 85,949 shares
    Change vs previous 13F +20,684 shares

    0.05% of the 13F portfolio, value $4,365,369.

    13F-HR 0001535865-26-000003 filed by Atria Investments, Inc
    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 65,265 shares
    Change vs previous 13F -6,984 shares

    0.03% of the 13F portfolio, value $2,559,692.

    13F-HR 0001535865-25-000016 filed by Atria Investments, Inc
    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 72,249 shares
    Change vs previous 13F +3,078 shares

    0.04% of the 13F portfolio, value $3,131,976.

    13F-HR 0001535865-25-000014 filed by Atria Investments, Inc
    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 69,171 shares
    Change vs previous 13F +13,096 shares

    0.03% of the 13F portfolio, value $2,618,824.

    13F-HR 0001535865-25-000009 filed by Atria Investments, Inc
    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 56,075 shares
    Change vs previous 13F -2,950 shares

    0.03% of the 13F portfolio, value $2,135,325.

    13F-HR 0001535865-25-000002 filed by Atria Investments, Inc
    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 59,025 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,946,505.

    13F-HR 0001535865-24-000019 filed by Atria Investments, Inc
    Filed (acceptance time not in the bulk data set), ingested

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