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Summit Trail Advisors, LLC: FCX position timeline

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

Summit Trail Advisors, LLC held 51,025 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 51,025 shares
    Change vs previous 13F -2,172 shares

    0.04% of the 13F portfolio, value $3,208,962.

    13F-HR 0001951757-26-001207 filed by Summit Trail Advisors, 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 53,197 shares
    Change vs previous 13F +19,495 shares

    0.04% of the 13F portfolio, value $3,126,920.

    13F-HR 0001951757-26-000837 filed by Summit Trail Advisors, 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 33,702 shares
    Change vs previous 13F -7,392 shares

    0.03% of the 13F portfolio, value $1,711,725.

    13F-HR 0001951757-26-000464 filed by Summit Trail Advisors, 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 41,094 shares
    Change vs previous 13F +15,669 shares

    0.02% of the 13F portfolio, value $1,611,707.

    13F-HR 0001951757-25-001440 filed by Summit Trail Advisors, 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 25,425 shares
    Change vs previous 13F +9,609 shares

    0.02% of the 13F portfolio, value $1,102,174.

    13F-HR 0001951757-25-001093 filed by Summit Trail Advisors, 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 15,816 shares
    Change vs previous 13F +4,511 shares

    0.02% of the 13F portfolio, value $598,775.

    13F-HR 0001951757-25-000462 filed by Summit Trail Advisors, 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 11,305 shares
    Change vs previous 13F +51 shares

    0.02% of the 13F portfolio, value $430,513.

    13F-HR 0001951757-25-000148 filed by Summit Trail Advisors, 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 11,254 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $561,818.

    13F-HR 0001951757-24-001200 filed by Summit Trail Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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