Skip to content
Disclosery

Foster Victor Wealth Advisors, LLC: FCX position timeline

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

Foster Victor Wealth Advisors, LLC held 303,079 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 303,079 shares
    Change vs previous 13F +8,622 shares

    0.99% of the 13F portfolio, value $18,775,719.

    13F-HR 0001769063-26-000003 filed by Foster Victor Wealth Advisors, 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 294,457 shares
    Change vs previous 13F -97,961 shares

    1.15% of the 13F portfolio, value $20,102,585.

    13F-HR 0001769063-26-000002 filed by Foster Victor Wealth Advisors, 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 392,418 shares
    Change vs previous 13F +8,930 shares

    1.34% of the 13F portfolio, value $23,038,890.

    13F-HR 0001769063-26-000001 filed by Foster Victor Wealth Advisors, 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 383,488 shares
    Change vs previous 13F +20,586 shares

    0.95% of the 13F portfolio, value $15,212,967.

    13F-HR 0001085146-25-005901 filed by Foster Victor Wealth Advisors, LLC
    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 362,902 shares
    Change vs previous 13F -15,112 shares

    1.12% of the 13F portfolio, value $16,544,690.

    13F-HR 0001085146-25-003864 filed by Foster Victor Wealth Advisors, LLC
    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 378,014 shares
    Change vs previous 13F +80,289 shares

    1.01% of the 13F portfolio, value $12,606,761.

    13F-HR 0001085146-25-002140 filed by Foster Victor Wealth Advisors, LLC
    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 297,725 shares
    Change vs previous 13F +45,289 shares

    0.92% of the 13F portfolio, value $11,974,515.

    13F-HR 0001085146-25-000412 filed by Foster Victor Wealth Advisors, LLC
    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 252,436 shares
    Change vs previous 13F not available

    0.99% of the 13F portfolio, value $12,336,523.

    13F-HR 0001085146-24-004905 filed by Foster Victor Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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