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Disclosery

Integrated Wealth Concepts LLC: FCX position timeline

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

Integrated Wealth Concepts LLC held 100,424 FCX shares at 2026-06-30 per its 13F-HR/A filed 2026-09-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 100,424 shares
    Change vs previous 13F +5,943 shares

    0.04% of the 13F portfolio, value $6,315,690.

    13F-HR/A 0001737109-26-000007 filed by Integrated Wealth Concepts LLC
    Accepted , ingested

  2. period ended2026-03-31
    13F 94,481 shares
    Change vs previous 13F +58,083 shares

    0.04% of the 13F portfolio, value $5,553,592.

    13F-HR 0001737109-26-000002 filed by Integrated Wealth Concepts 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 36,398 shares
    Change vs previous 13F -40,674 shares

    0.02% of the 13F portfolio, value $1,848,635.

    13F-HR 0001737109-26-000001 filed by Integrated Wealth Concepts 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 77,072 shares
    Change vs previous 13F +13,497 shares

    0.03% of the 13F portfolio, value $3,022,759.

    13F-HR 0001737109-25-000007 filed by Integrated Wealth Concepts 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 63,575 shares
    Change vs previous 13F +12,098 shares

    0.03% of the 13F portfolio, value $2,755,980.

    13F-HR 0001737109-25-000006 filed by Integrated Wealth Concepts 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 51,477 shares
    Change vs previous 13F +503 shares

    0.02% of the 13F portfolio, value $1,948,926.

    13F-HR 0001737109-25-000004 filed by Integrated Wealth Concepts 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 50,974 shares
    Change vs previous 13F +1,926 shares

    0.02% of the 13F portfolio, value $1,941,093.

    13F-HR 0001737109-25-000002 filed by Integrated Wealth Concepts 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 49,048 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,448,469.

    13F-HR 0001737109-24-000006 filed by Integrated Wealth Concepts LLC
    Filed (acceptance time not in the bulk data set), ingested

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