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Disclosery

HB Wealth Management, LLC: FCX position timeline

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

HB Wealth Management, LLC held 77,546 FCX shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 77,546 shares
    Change vs previous 13F +8,296 shares

    0.03% of the 13F portfolio, value $4,876,871.

    13F-HR 0001172661-26-002920 filed by HB 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 ended2026-03-31
    13F 69,250 shares
    Change vs previous 13F +9,360 shares

    0.03% of the 13F portfolio, value $4,070,563.

    13F-HR 0001172661-26-001543 filed by HB 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 ended2025-12-31
    13F 59,890 shares
    Change vs previous 13F +11,610 shares

    0.02% of the 13F portfolio, value $3,041,837.

    13F-HR 0001172661-26-000353 filed by HB 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 ended2025-09-30
    13F 48,280 shares
    Change vs previous 13F +4,105 shares

    0.01% of the 13F portfolio, value $1,893,553.

    13F-HR 0001172661-25-004398 filed by HB 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 ended2025-06-30
    13F 44,175 shares
    Change vs previous 13F +14,184 shares

    0.02% of the 13F portfolio, value $1,914,996.

    13F-HR 0001172661-25-002644 filed by HB 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 ended2025-03-31
    13F 29,991 shares
    Change vs previous 13F +2,676 shares

    0.01% of the 13F portfolio, value $1,135,459.

    13F-HR 0001172661-25-001594 filed by HB 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 ended2024-12-31
    13F 27,315 shares
    Change vs previous 13F +1,897 shares

    0.01% of the 13F portfolio, value $1,040,192.

    13F-HR 0001172661-25-000193 filed by HB 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 ended2024-09-30
    13F 25,418 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,268,897.

    13F-HR 0001172661-24-004257 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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