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Waverly Advisors, LLC: FCX position timeline

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

Waverly Advisors, LLC held 575,549 FCX shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 575,549 shares
    Change vs previous 13F +516,450 shares

    0.21% of the 13F portfolio, value $36,196,290.

    13F-HR 0001398344-26-014582 filed by Waverly 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 59,099 shares
    Change vs previous 13F +4,208 shares

    0.03% of the 13F portfolio, value $3,473,834.

    13F-HR 0001398344-26-009223 filed by Waverly 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 54,891 shares
    Change vs previous 13F +37,258 shares

    0.02% of the 13F portfolio, value $2,787,915.

    13F-HR 0001398344-26-003224 filed by Waverly 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 17,633 shares
    Change vs previous 13F +1,220 shares

    0.01% of the 13F portfolio, value $691,551.

    13F-HR 0001398344-25-020944 filed by Waverly 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 16,413 shares
    Change vs previous 13F +2,046 shares

    0.01% of the 13F portfolio, value $711,502.

    13F-HR 0001398344-25-015429 filed by Waverly 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 14,367 shares
    Change vs previous 13F +3,220 shares

    0.01% of the 13F portfolio, value $543,944.

    13F-HR 0001398344-25-009517 filed by Waverly 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 11,147 shares
    Change vs previous 13F +3,234 shares

    0.01% of the 13F portfolio, value $424,489.

    13F-HR 0001398344-25-002762 filed by Waverly 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 7,913 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $395,039.

    13F-HR 0001398344-24-020725 filed by Waverly Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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