Confluence Wealth Services, Inc.: FCX position timeline

Confluence Wealth Services, Inc. held 6,934 FCX shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 6,934 shares

   Change vs previous 13F +2,983 shares

   0.01% of the 13F portfolio, value $436,080.

   13F-HR 0001910411-26-000004 filed by Confluence Wealth Services, Inc.
   Filed 2026-07-22 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 3,951 shares

   Change vs previous 13F -32 shares

   0.01% of the 13F portfolio, value $232,240.

   13F-HR 0001910411-26-000003 filed by Confluence Wealth Services, Inc.
   Filed 2026-05-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 3,983 shares

   Change vs previous 13F +3,983 shares

   0.01% of the 13F portfolio, value $202,297.

   13F-HR 0001910411-26-000002 filed by Confluence Wealth Services, Inc.
   Filed 2026-01-28 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2024-12-31

   13F 0 shares

   Change vs previous 13F -4,136 shares

   13F-HR 0001910411-25-000001 filed by Confluence Wealth Services, Inc.
   Filed 2025-01-27 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

   Exited: the 13F for this period no longer lists the position.

5. period ended2024-09-30

   13F 4,136 shares

   Change vs previous 13F not available

   0.02% of the 13F portfolio, value $206,470.

   13F-HR 0001910411-24-000005 filed by Confluence Wealth Services, Inc.
   Filed 2024-10-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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