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Ascentis Wealth Management, LLC: FCX position timeline

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

Ascentis Wealth Management, LLC held 3,571 FCX shares at 2026-06-30 per its 13F-HR/A filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 3,571 shares
    Change vs previous 13F -29,972 shares

    0.03% of the 13F portfolio, value $224,579.

    13F-HR/A 0002032602-26-000007 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 0 shares
    • Ascentis Wealth Management, LLC: 3,571 shares

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

  2. period ended2026-03-31
    13F 33,543 shares
    Change vs previous 13F +14,662 shares

    0.11% of the 13F portfolio, value $1,971,709.

    13F-HR 0001845003-26-000004 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 30,322 shares
    • Ascentis Wealth Management, LLC: 3,221 shares

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

  3. period ended2025-12-31
    13F 18,881 shares
    Change vs previous 13F +43 shares

    0.09% of the 13F portfolio, value $958,948.

    13F-HR 0001845003-26-000001 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 15,660 shares
    • Ascentis Wealth Management, LLC: 3,221 shares

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

  4. period ended2025-09-30
    13F 18,838 shares
    Change vs previous 13F +469 shares

    0.07% of the 13F portfolio, value $738,830.

    13F-HR 0001845003-25-000006 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 15,617 shares
    • Ascentis Wealth Management, LLC: 3,221 shares

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

  5. period ended2025-06-30
    13F 18,369 shares
    Change vs previous 13F +1,592 shares

    0.08% of the 13F portfolio, value $798,504.

    13F-HR 0001845003-25-000004 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 15,264 shares
    • Ascentis Wealth Management, LLC: 3,105 shares

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

  6. period ended2025-03-31
    13F 16,777 shares
    Change vs previous 13F -1,651 shares

    0.08% of the 13F portfolio, value $636,011.

    13F-HR 0001845003-25-000002 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 13,672 shares
    • Ascentis Wealth Management, LLC: 3,105 shares

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

  7. period ended2024-12-31
    13F 18,428 shares
    Change vs previous 13F +339 shares

    0.08% of the 13F portfolio, value $701,754.

    13F-HR 0001845003-25-000001 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 15,169 shares
    • Ascentis Wealth Management, LLC: 3,259 shares

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

  8. period ended2024-09-30
    13F/A 18,089 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $902,958.

    13F-HR 0001845003-24-000003 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 15,503 shares
    • Ascentis Wealth Management, LLC: 2,586 shares

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