WEALTH ALLIANCE, LLC: FCX position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WEALTH ALLIANCE, LLC on FCX, newest first. How the timeline and the estimate are built.
WEALTH ALLIANCE, LLC held 8,666 FCX shares at 2026-06-30 per its 13F-HR filed 2026-08-11.
the latest 13F is the newest step
- period ended2026-06-3013F 8,666 sharesChange vs previous 13F -355 shares
0.05% of the 13F portfolio, value $545,009.
13F-HR 0001951757-26-001208 filed by WEALTH ALLIANCE, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 9,021 sharesChange vs previous 13F +1,125 shares
0.05% of the 13F portfolio, value $530,241.
13F-HR 0001951757-26-000867 filed by WEALTH ALLIANCE, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 7,896 sharesChange vs previous 13F +423 shares
0.04% of the 13F portfolio, value $401,019.
13F-HR 0001951757-26-000441 filed by WEALTH ALLIANCE, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 7,473 sharesChange vs previous 13F -564 shares
0.03% of the 13F portfolio, value $293,079.
13F-HR 0001951757-25-001354 filed by WEALTH ALLIANCE, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 8,037 sharesChange vs previous 13F -851 shares
0.04% of the 13F portfolio, value $348,403.
13F-HR 0001951757-25-001055 filed by WEALTH ALLIANCE, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 8,888 sharesChange vs previous 13F -788 shares
0.04% of the 13F portfolio, value $336,507.
13F-HR 0001951757-25-000510 filed by WEALTH ALLIANCE, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 9,676 sharesChange vs previous 13F -2,184 shares
0.04% of the 13F portfolio, value $368,461.
13F-HR 0001951757-25-000170 filed by WEALTH ALLIANCE, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 11,860 sharesChange vs previous 13F not available
0.07% of the 13F portfolio, value $592,059.
13F-HR 0001951757-24-001165 filed by WEALTH ALLIANCE, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).