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Disclosery

Wallace Advisory Group, LLC: FCX position timeline

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

Wallace Advisory Group, LLC held 4,972 FCX shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,972 shares
    Change vs previous 13F -317 shares

    0.29% of the 13F portfolio, value $312,690.

    13F-HR 0001932645-26-000003 filed by Wallace Advisory 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 5,289 shares
    Change vs previous 13F -2,111 shares

    0.33% of the 13F portfolio, value $310,887.

    13F-HR 0001932645-26-000002 filed by Wallace Advisory 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 7,400 shares
    Change vs previous 13F -4,041 shares

    0.39% of the 13F portfolio, value $375,846.

    13F-HR 0001932645-26-000001 filed by Wallace Advisory 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 11,441 shares
    Change vs previous 13F -2,225 shares

    0.4% of the 13F portfolio, value $495,967.

    13F-HR 0001932645-25-000002 filed by Wallace Advisory 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 13,666 shares
    Change vs previous 13F +3,176 shares

    0.38% of the 13F portfolio, value $517,395.

    13F-HR 0001085146-25-004313 filed by Wallace Advisory 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 10,490 shares
    Change vs previous 13F +1,012 shares

    0.28% of the 13F portfolio, value $399,459.

    13F-HR 0001085146-25-001938 filed by Wallace Advisory 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 9,478 shares
    Change vs previous 13F +1,138 shares

    0.33% of the 13F portfolio, value $473,142.

    13F-HR 0001085146-25-000155 filed by Wallace Advisory 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 8,340 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $405,324.

    13F-HR 0001085146-24-004642 filed by Wallace Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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