JEPPSON WEALTH MANAGEMENT, LLC: FCX position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of JEPPSON WEALTH MANAGEMENT, LLC on FCX, newest first. How the timeline and the estimate are built.
JEPPSON WEALTH MANAGEMENT, LLC held 52,468 FCX shares at 2026-06-30 per its 13F-HR filed 2026-08-04.
the latest 13F is the newest step
- period ended2026-06-3013F 52,468 sharesChange vs previous 13F +315 shares
0.97% of the 13F portfolio, value $3,299,713.
13F-HR 0001831263-26-000003 filed by JEPPSON WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 52,153 sharesChange vs previous 13F -650 shares
0.96% of the 13F portfolio, value $3,065,553.
13F-HR 0001831263-26-000002 filed by JEPPSON WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 52,803 sharesChange vs previous 13F -1,010 shares
0.85% of the 13F portfolio, value $2,681,864.
13F-HR 0001831263-26-000001 filed by JEPPSON WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 53,813 sharesChange vs previous 13F +1,515 shares
0.67% of the 13F portfolio, value $2,110,546.
13F-HR 0001831263-25-000006 filed by JEPPSON WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 52,298 sharesChange vs previous 13F +2,458 shares
0.78% of the 13F portfolio, value $2,267,118.
13F-HR 0001831263-25-000004 filed by JEPPSON WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 49,840 sharesChange vs previous 13F +7,646 shares
0.69% of the 13F portfolio, value $1,886,942.
13F-HR 0001831263-25-000002 filed by JEPPSON WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 42,194 sharesChange vs previous 13F +3,663 shares
0.58% of the 13F portfolio, value $1,606,748.
13F-HR 0001785445-25-000003 filed by JEPPSON WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 38,531 sharesChange vs previous 13F not available
0.69% of the 13F portfolio, value $1,923,468.
13F-HR 0001831263-24-000006 filed by JEPPSON WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).