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Disclosery

Summit Financial, LLC: FCX position timeline

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

Summit Financial, LLC held 65,322 FCX shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 65,322 shares
    Change vs previous 13F +8,373 shares

    0.05% of the 13F portfolio, value $4,108,101.

    13F-HR 0001172661-26-003336 filed by Summit Financial, 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 56,949 shares
    Change vs previous 13F +1,466 shares

    0.04% of the 13F portfolio, value $3,347,462.

    13F-HR 0001172661-26-002343 filed by Summit Financial, 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 55,483 shares
    Change vs previous 13F -1,328 shares

    0.04% of the 13F portfolio, value $2,817,985.

    13F-HR 0001172661-26-000703 filed by Summit Financial, 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 56,811 shares
    Change vs previous 13F +433 shares

    0.03% of the 13F portfolio, value $2,228,146.

    13F-HR 0001172661-25-004930 filed by Summit Financial, 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 56,378 shares
    Change vs previous 13F +5,227 shares

    0.06% of the 13F portfolio, value $2,444,006.

    13F-HR 0001765536-25-000007 filed by Summit Financial, 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 51,151 shares
    Change vs previous 13F +493 shares

    0.05% of the 13F portfolio, value $1,936,581.

    13F-HR 0001765536-25-000004 filed by Summit Financial, 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 50,658 shares
    Change vs previous 13F +2,038 shares

    0.07% of the 13F portfolio, value $1,929,070.

    13F-HR 0001765536-25-000001 filed by Summit Financial, 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 48,620 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $2,427,125.

    13F-HR 0001765536-24-000003 filed by Summit Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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