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Disclosery

Venturi Wealth Management, LLC: FCX position timeline

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

Venturi Wealth Management, LLC held 9,953 FCX shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,953 shares
    Change vs previous 13F -499 shares

    0.02% of the 13F portfolio, value $625,945.

    13F-HR 0001666363-26-000004 filed by Venturi 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 10,452 shares
    Change vs previous 13F -498 shares

    0.03% of the 13F portfolio, value $614,370.

    13F-HR 0001666363-26-000003 filed by Venturi 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 10,950 shares
    Change vs previous 13F -4,587 shares

    0.02% of the 13F portfolio, value $556,152.

    13F-HR 0001666363-26-000001 filed by Venturi 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 15,537 shares
    Change vs previous 13F -4,474 shares

    0.03% of the 13F portfolio, value $609,355.

    13F-HR 0001666363-25-000008 filed by Venturi 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 20,011 shares
    Change vs previous 13F -5,829 shares

    0.04% of the 13F portfolio, value $867,470.

    13F-HR 0001666363-25-000006 filed by Venturi 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 25,840 shares
    Change vs previous 13F -4,134 shares

    0.05% of the 13F portfolio, value $978,297.

    13F-HR 0001666363-25-000005 filed by Venturi 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 29,974 shares
    Change vs previous 13F +12,213 shares

    0.06% of the 13F portfolio, value $1,141,404.

    13F-HR 0001666363-25-000004 filed by Venturi 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 17,761 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $886,622.

    13F-HR 0001666363-24-000006 filed by Venturi Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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