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SHELTON WEALTH MANAGEMENT, LLC: FCX position timeline

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

SHELTON WEALTH MANAGEMENT, LLC held 25,745 FCX shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,745 shares
    Change vs previous 13F +352 shares

    0.64% of the 13F portfolio, value $1,619,092.

    13F-HR 0001725547-26-000222 filed by SHELTON WEALTH MANAGEMENT, 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 25,393 shares
    Change vs previous 13F -2,545 shares

    0.66% of the 13F portfolio, value $1,492,574.

    13F-HR 0001725547-26-000164 filed by SHELTON WEALTH MANAGEMENT, 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 27,938 shares
    Change vs previous 13F +1,810 shares

    0.62% of the 13F portfolio, value $1,418,974.

    13F-HR 0001725547-26-000054 filed by SHELTON WEALTH MANAGEMENT, 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 26,128 shares
    Change vs previous 13F -52 shares

    0.48% of the 13F portfolio, value $1,024,739.

    13F-HR 0001725547-25-004105 filed by SHELTON WEALTH MANAGEMENT, 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 26,180 shares
    Change vs previous 13F -1,534 shares

    0.57% of the 13F portfolio, value $1,134,889.

    13F-HR 0001725547-25-003405 filed by SHELTON WEALTH MANAGEMENT, 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 27,714 shares
    Change vs previous 13F +1,584 shares

    0.6% of the 13F portfolio, value $1,049,254.

    13F-HR 0001725547-25-001425 filed by SHELTON WEALTH MANAGEMENT, 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 26,130 shares
    Change vs previous 13F +7,620 shares

    0.54% of the 13F portfolio, value $995,033.

    13F-HR 0001725547-25-000125 filed by SHELTON WEALTH MANAGEMENT, 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 18,510 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $924,021.

    13F-HR 0001725547-24-005961 filed by SHELTON WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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