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National Wealth Management Group, LLC: FCX position timeline

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

National Wealth Management Group, LLC held 8,826 FCX shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,826 shares
    Change vs previous 13F -593 shares

    0.17% of the 13F portfolio, value $555,088.

    13F-HR 0001977723-26-000004 filed by National Wealth Management 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 9,419 shares
    Change vs previous 13F -5,610 shares

    0.21% of the 13F portfolio, value $553,628.

    13F-HR 0001977723-26-000002 filed by National Wealth Management 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 15,029 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $763,323.

    13F-HR 0001977723-26-000001 filed by National Wealth Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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