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HCR Wealth Advisors: FCX position timeline

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

HCR Wealth Advisors held 36,179 FCX shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 36,179 shares
    Change vs previous 13F +1,409 shares

    0.2% of the 13F portfolio, value $2,275,344.

    13F-HR 0001697715-26-000004 filed by HCR Wealth Advisors
    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 34,770 shares
    Change vs previous 13F -663 shares

    0.21% of the 13F portfolio, value $2,043,816.

    13F-HR 0001697715-26-000003 filed by HCR Wealth Advisors
    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 35,433 shares
    Change vs previous 13F -1 shares

    0.18% of the 13F portfolio, value $1,799,677.

    13F-HR 0001697715-26-000001 filed by HCR Wealth Advisors
    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 35,434 shares
    Change vs previous 13F +4,756 shares

    0.14% of the 13F portfolio, value $1,377,322.

    13F-HR 0001697715-25-000007 filed by HCR Wealth Advisors
    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 30,678 shares
    Change vs previous 13F +356 shares

    0.16% of the 13F portfolio, value $1,329,898.

    13F-HR 0001697715-25-000005 filed by HCR Wealth Advisors
    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 30,322 shares
    Change vs previous 13F -414 shares

    0.15% of the 13F portfolio, value $1,148,001.

    13F-HR 0001697715-25-000003 filed by HCR Wealth Advisors
    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 30,736 shares
    Change vs previous 13F +522 shares

    0.15% of the 13F portfolio, value $1,170,457.

    13F-HR 0001697715-25-000001 filed by HCR Wealth Advisors
    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 30,214 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $1,508,309.

    13F-HR 0001697715-24-000006 filed by HCR Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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