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Portside Wealth Group, LLC: FCX position timeline

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

Portside Wealth Group, LLC held 26,544 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 26,544 shares
    Change vs previous 13F +634 shares

    0.19% of the 13F portfolio, value $1,669,371.

    13F-HR 0002085853-26-000726 filed by Portside Wealth 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 25,910 shares
    Change vs previous 13F -7,808 shares

    0.21% of the 13F portfolio, value $1,522,978.

    13F-HR 0002085853-26-000585 filed by Portside Wealth 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 33,718 shares
    Change vs previous 13F +5,421 shares

    0.23% of the 13F portfolio, value $1,712,561.

    13F-HR 0002085853-26-000060 filed by Portside Wealth 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 28,297 shares
    Change vs previous 13F -2,036 shares

    0.15% of the 13F portfolio, value $1,109,808.

    13F-HR 0002085853-25-000232 filed by Portside Wealth 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 30,333 shares
    Change vs previous 13F +245 shares

    0.19% of the 13F portfolio, value $1,314,936.

    13F-HR 0001667731-25-001085 filed by Portside Wealth 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/A 30,088 shares
    Change vs previous 13F +6,092 shares

    0.19% of the 13F portfolio, value $1,139,132.

    13F-HR/A 0001667731-25-000429 filed by Portside Wealth 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/A 23,996 shares
    Change vs previous 13F +2,045 shares

    0.15% of the 13F portfolio, value $913,768.

    13F-HR/A 0001667731-25-000428 filed by Portside Wealth 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 21,951 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $1,095,794.

    13F-HR 0001978608-24-000001 filed by Portside Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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