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Atria Wealth Solutions, Inc.: FCX position timeline

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

Atria Wealth Solutions, Inc. held 22,306 FCX shares at 2025-06-30 per its 13F-HR filed 2025-07-25.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 22,306 shares
    Change vs previous 13F -40,044 shares

    0.02% of the 13F portfolio, value $977,821.

    13F-HR 0001420506-25-001582 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 62,350 shares
    Change vs previous 13F -6,908 shares

    0.03% of the 13F portfolio, value $2,360,534.

    13F-HR 0001420506-25-000956 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 69,258 shares
    Change vs previous 13F +1,135 shares

    0.03% of the 13F portfolio, value $2,637,313.

    13F-HR 0001420506-25-000086 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 68,123 shares
    Change vs previous 13F +10,217 shares

    0.04% of the 13F portfolio, value $3,400,727.

    13F-HR 0001420506-24-002255 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 57,906 shares
    Change vs previous 13F -9,701 shares

    0.03% of the 13F portfolio, value $2,814,176.

    13F-HR 0001420506-24-001135 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 67,607 shares
    Change vs previous 13F +7,172 shares

    0.04% of the 13F portfolio, value $3,178,934.

    13F-HR 0001420506-24-000768 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 60,435 shares
    Change vs previous 13F +3,981 shares

    0.03% of the 13F portfolio, value $2,572,671.

    13F-HR 0001420506-24-000118 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 56,454 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,105,156.

    13F-HR 0001420506-23-001936 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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