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GoalVest Advisory LLC: FCX position timeline

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

GoalVest Advisory LLC held 67 FCX shares at 2026-09-30 per its 13F-HR filed 2026-10-02.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 67 shares
    Change vs previous 13F -13 shares

    <0.01% of the 13F portfolio, value $4,690.

    13F-HR 0001839307-26-000016 filed by GoalVest Advisory LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 80 shares
    Change vs previous 13F -29,808 shares

    <0.01% of the 13F portfolio, value $5,031.

    13F-HR 0001839307-26-000011 filed by GoalVest Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 29,888 shares
    Change vs previous 13F +67 shares

    0.34% of the 13F portfolio, value $1,756,817.

    13F-HR 0001839307-26-000002 filed by GoalVest Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 29,821 shares
    Change vs previous 13F -550 shares

    0.29% of the 13F portfolio, value $1,514,609.

    13F-HR 0001839307-26-000001 filed by GoalVest Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 30,371 shares
    Change vs previous 13F +2,000 shares

    0.25% of the 13F portfolio, value $1,191,151.

    13F-HR 0001839307-25-000008 filed by GoalVest Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 28,371 shares
    Change vs previous 13F -11 shares

    0.3% of the 13F portfolio, value $1,229,883.

    13F-HR 0001839307-25-000003 filed by GoalVest Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 28,382 shares
    Change vs previous 13F +3,511 shares

    0.3% of the 13F portfolio, value $1,074,543.

    13F-HR 0001839307-25-000002 filed by GoalVest Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 24,871 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $947,088.

    13F-HR 0001839307-25-000001 filed by GoalVest Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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