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Disclosery

Marcum Wealth, LLC: FCX position timeline

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

Marcum Wealth, LLC held 6,955 FCX shares at 2025-03-31 per its 13F-HR filed 2025-04-02.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 6,955 shares
    Change vs previous 13F -5,427 shares

    0.02% of the 13F portfolio, value $263,316.

    13F-HR 0001784450-25-000004 filed by Marcum Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 12,382 shares
    Change vs previous 13F -325 shares

    0.04% of the 13F portfolio, value $471,507.

    13F-HR 0001784450-25-000001 filed by Marcum Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 12,707 shares
    Change vs previous 13F +1,708 shares

    0.06% of the 13F portfolio, value $634,350.

    13F-HR 0001784450-24-000006 filed by Marcum Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F 10,999 shares
    Change vs previous 13F +549 shares

    0.05% of the 13F portfolio, value $534,551.

    13F-HR 0001784450-24-000004 filed by Marcum Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F 10,450 shares
    Change vs previous 13F -3 shares

    0.05% of the 13F portfolio, value $491,359.

    13F-HR 0001784450-24-000003 filed by Marcum Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-12-31
    13F 10,453 shares
    Change vs previous 13F -154 shares

    0.05% of the 13F portfolio, value $444,984.

    13F-HR 0001784450-24-000001 filed by Marcum Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-09-30
    13F 10,607 shares
    Change vs previous 13F +4,524 shares

    0.05% of the 13F portfolio, value $395,535.

    13F-HR 0001784450-23-000005 filed by Marcum Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-06-30
    13F 6,083 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $243,320.

    13F-HR 0001784450-23-000004 filed by Marcum Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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