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Plan A Wealth LLC: FCX position timeline

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

Plan A Wealth LLC held 4,099 FCX shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 4,099 shares
    Change vs previous 13F +451 shares

    0.1% of the 13F portfolio, value $286,978.

    13F-HR 0001172661-26-004433 filed by Plan A Wealth LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 3,648 shares
    Change vs previous 13F -83 shares

    0.1% of the 13F portfolio, value $229,397.

    13F-HR 0001172661-26-002615 filed by Plan A 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 ended2026-03-31
    13F 3,731 shares
    Change vs previous 13F -730 shares

    0.11% of the 13F portfolio, value $219,337.

    13F-HR 0001172661-26-002250 filed by Plan A 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 ended2025-12-31
    13F 4,461 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $226,594.

    13F-HR 0001172661-26-000517 filed by Plan A Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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