Skip to content
Disclosery

Sound View Wealth Advisors Group, LLC: FCX position timeline

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

Sound View Wealth Advisors Group, LLC held 20,851 FCX shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,851 shares
    Change vs previous 13F -875 shares

    0.08% of the 13F portfolio, value $1,311,291.

    13F-HR 0001765380-26-000326 filed by Sound View Wealth Advisors 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 21,726 shares
    Change vs previous 13F -434 shares

    0.09% of the 13F portfolio, value $1,277,067.

    13F-HR 0001784777-26-000002 filed by Sound View Wealth Advisors 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 22,160 shares
    Change vs previous 13F -1,301 shares

    0.08% of the 13F portfolio, value $1,125,509.

    13F-HR 0001784777-26-000001 filed by Sound View Wealth Advisors 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 23,461 shares
    Change vs previous 13F -606 shares

    0.06% of the 13F portfolio, value $920,128.

    13F-HR 0001784777-25-000002 filed by Sound View Wealth Advisors 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 24,067 shares
    Change vs previous 13F -18,472 shares

    0.08% of the 13F portfolio, value $1,043,315.

    13F-HR 0001765380-25-000306 filed by Sound View Wealth Advisors 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 42,539 shares
    Change vs previous 13F +7,564 shares

    0.13% of the 13F portfolio, value $1,610,531.

    13F-HR 0001765380-25-000197 filed by Sound View Wealth Advisors 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 34,975 shares
    Change vs previous 13F +29,718 shares

    0.11% of the 13F portfolio, value $1,331,848.

    13F-HR 0001765380-25-000062 filed by Sound View Wealth Advisors 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 5,257 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $262,429.

    13F-HR 0001765380-24-000421 filed by Sound View Wealth Advisors Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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