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Disclosery

Heritage Wealth Management, Inc.: FCX position timeline

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

Heritage Wealth Management, Inc. held 29,185 FCX shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,185 shares
    Change vs previous 13F -325 shares

    0.46% of the 13F portfolio, value $1,835,445.

    13F-HR 0001944755-26-000003 filed by Heritage Wealth Management, Inc.
    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 29,510 shares
    Change vs previous 13F -450 shares

    0.86% of the 13F portfolio, value $1,734,598.

    13F-HR 0001944755-26-000002 filed by Heritage Wealth Management, Inc.
    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 29,960 shares
    Change vs previous 13F -32 shares

    0.42% of the 13F portfolio, value $1,521,668.

    13F-HR 0001944755-26-000001 filed by Heritage Wealth Management, Inc.
    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 29,992 shares
    Change vs previous 13F +789 shares

    0.35% of the 13F portfolio, value $1,176,286.

    13F-HR 0001944755-25-000006 filed by Heritage Wealth Management, Inc.
    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 29,203 shares
    Change vs previous 13F -2,615 shares

    0.41% of the 13F portfolio, value $1,265,950.

    13F-HR 0001944755-25-000005 filed by Heritage Wealth Management, Inc.
    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 31,818 shares
    Change vs previous 13F -354 shares

    0.41% of the 13F portfolio, value $1,204,629.

    13F-HR 0001944755-25-000002 filed by Heritage Wealth Management, Inc.
    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 32,172 shares
    Change vs previous 13F -88 shares

    0.41% of the 13F portfolio, value $1,225,110.

    13F-HR 0001944755-25-000001 filed by Heritage Wealth Management, Inc.
    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 32,260 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $1,610,419.

    13F-HR 0001944755-24-000004 filed by Heritage Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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