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Disclosery

Avitas Wealth Management LLC: FCX position timeline

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

Avitas Wealth Management LLC held 27,991 FCX shares at 2024-12-31 per its 13F-HR filed 2025-01-27.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 27,991 shares
    Change vs previous 13F +22,759 shares

    0.15% of the 13F portfolio, value $1,065,897.

    13F-HR 0001734565-25-000001 filed by Avitas 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 ended2024-09-30
    13F 5,232 shares
    Change vs previous 13F -402 shares

    0.04% of the 13F portfolio, value $261,181.

    13F-HR 0001734565-24-000007 filed by Avitas 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 ended2024-06-30
    13F 5,634 shares
    Change vs previous 13F -339 shares

    0.04% of the 13F portfolio, value $273,812.

    13F-HR 0001734565-24-000004 filed by Avitas 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 ended2024-03-31
    13F 5,973 shares
    Change vs previous 13F -66 shares

    0.04% of the 13F portfolio, value $280,850.

    13F-HR 0001734565-24-000003 filed by Avitas 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 ended2023-12-31
    13F 6,039 shares
    Change vs previous 13F -35 shares

    0.04% of the 13F portfolio, value $257,080.

    13F-HR 0001734565-24-000001 filed by Avitas 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 ended2023-09-30
    13F 6,074 shares
    Change vs previous 13F -196 shares

    0.04% of the 13F portfolio, value $226,499.

    13F-HR 0001734565-23-000005 filed by Avitas 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 ended2023-06-30
    13F 6,270 shares
    Change vs previous 13F -90 shares

    0.05% of the 13F portfolio, value $250,800.

    13F-HR 0001734565-23-000004 filed by Avitas 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 ended2023-03-31
    13F 6,360 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $260,188.

    13F-HR 0001734565-23-000003 filed by Avitas Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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