SUMMIT SECURITIES GROUP LLC

Broker-Dealer

Position in BHP — BHP Group Ltd

CIK 1531593 NEW YORK, NY

Back to BHP Full portfolio

Position in BHP

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$108,303

-$22,629 QoQ

Shares Held

1,300

-27.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#616

of 814 holders

Holding Since

Mar 2021

20 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in BHP Over Time

Shares Held

Position Value (USD)

Derivatives in BHP

reported options exposure · as of Mar 31, 2023

CallValue

CallShares

PutValue

$6,341

PutShares

100

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Other Industrial Metals & Mining

Basic Materials · as of Jun 30, 2026

SUMMIT SECURITIES GROUP LLC holds $1,543,246 across 4 Other Industrial Metals & Mining names. BHP ranks #3 (7.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VALE	Vale S.A.	75,400	$1,134,016
2	RIO	Rio Tinto PLC	3,059	$290,390
3	BHP	BHP Group Ltd This page	1,300	$108,303
4	SGML	Sigma Lithium Corp	833	$10,537

All Filings in BHP

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23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$108,303	1,300	-27.8%	Shares	Sole	2026-08-03
2026-03-31	$130,932	1,800	-18.2%	Shares	Sole	2026-04-30
2025-12-31	$132,814	2,200	0.0%	Shares	Sole	2026-02-17
2025-09-30	$122,650	2,200	+46.7%	Shares	Sole	2025-11-13
2025-06-30	$72,135	1,500	0.0%	Shares	Sole	2025-08-12
2025-03-31	$72,810	1,500	-28.6%	Shares	Sole	2025-05-13
2024-12-31	$102,543	2,100	0.0%	Shares	Sole	2025-02-12
2024-09-30	$130,431	2,100	+23.5%	Shares	Sole	2024-11-07
2023-12-31	$116,127	1,700	-57.4%	Shares	Sole	2024-02-14
2023-09-30	$227,008	3,991	+53.5%	Shares	Sole	2023-11-13
2023-06-30	$155,142	2,600	-3.7%	Shares	Sole	2023-08-14
2023-03-31	$171,207	2,700	-41.3%	Shares	Sole	2023-05-12
2023-03-31	$6,341	100	-96.7%	Put	Sole	2023-05-12
2022-12-31	$285,430	4,600	-22.0%	Shares	Sole	2023-02-13
2022-12-31	$186,150	3,000	-45.5%	Put	Sole	2023-02-13
2022-09-30	$295,236	5,900	-6.3%	Shares	Sole	2022-11-02
2022-09-30	$275,220	5,500	—	Put	Sole	2022-11-02
2022-06-30	$353,934	6,300	-10.0%	Shares	Sole	2022-08-02
2022-03-31	$540,750	7,000	+150.0%	Shares	Sole	2022-05-11
2021-12-31	$331,925	5,500	+9900.0%	Call	Sole	2022-01-18
2021-09-30	$2,943	55	—	Call	Sole	2021-10-20
2021-06-30	$203,924	2,800	-68.2%	Shares	Sole	2021-07-19
2021-03-31	$610,632	8,800	—	Shares	Sole	2021-04-14
No filing history on record for this holder in this stock.