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Merit Financial Group, LLC: FCX position timeline

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

Merit Financial Group, LLC held 106,471 FCX shares at 2026-06-30 per its 13F-HR/A filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 106,471 shares
    Change vs previous 13F +12,215 shares

    0.04% of the 13F portfolio, value $6,695,952.

    13F-HR/A 0001621225-26-000007 filed by Merit Financial Group, LLC
    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 94,256 shares
    Change vs previous 13F +16,086 shares

    0.04% of the 13F portfolio, value $5,540,348.

    13F-HR 0001621225-26-000005 filed by Merit Financial Group, 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 78,170 shares
    Change vs previous 13F +23,501 shares

    0.03% of the 13F portfolio, value $3,970,276.

    13F-HR 0001621225-26-000003 filed by Merit Financial Group, 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/A 54,669 shares
    Change vs previous 13F -419 shares

    0.02% of the 13F portfolio, value $2,144,077.

    13F-HR/A 0001621225-25-000008 filed by Merit Financial Group, 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 55,088 shares
    Change vs previous 13F +18,687 shares

    0.03% of the 13F portfolio, value $2,388,082.

    13F-HR 0001621225-25-000006 filed by Merit Financial Group, 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 36,401 shares
    Change vs previous 13F +9,996 shares

    0.02% of the 13F portfolio, value $1,378,143.

    13F-HR 0001621225-25-000003 filed by Merit Financial Group, 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 26,405 shares
    Change vs previous 13F +18,472 shares

    0.02% of the 13F portfolio, value $1,005,490.

    13F-HR 0001621225-25-000002 filed by Merit Financial Group, 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 7,933 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $396,013.

    13F-HR 0001621225-24-000007 filed by Merit Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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