Waverly Advisors, LLC

Position in BHP — BHP Group Ltd

CIK 1568787 BIRMINGHAM, AL

Position in BHP

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$15,053,283

+$1,575,434 QoQ

Shares Held

180,690

-2.5% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#59

of 815 holders

Holding Since

Mar 2022

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Basic Materials · as of Jun 30, 2026

Waverly Advisors, LLC holds $22,368,801 across 4 Other Industrial Metals & Mining names. BHP ranks #1 (67.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BHP	BHP Group Ltd This page	180,690	$15,053,283
2	VALE	Vale S.A.	253,556	$3,813,482
3	RIO	Rio Tinto PLC	36,837	$3,496,936
4	WWR	Westwater Resources, Inc.	10,000	$5,100

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$15,053,283	180,690	-2.5%	Shares	Sole	2026-08-14
2026-03-31	$13,477,849	185,288	-1.1%	Shares	Sole	2026-05-15
2025-12-31	$11,311,828	187,375	+638.7%	Shares	Sole	2026-02-17
2024-12-31	$1,238,621	25,366	-18.7%	Shares	Sole	2025-02-14
2024-09-30	$1,936,838	31,184	-5.4%	Shares	Sole	2024-11-14
2024-06-30	$1,882,428	32,973	+4.2%	Shares	Sole	2024-08-14
2024-03-31	$1,826,060	31,653	+534.5%	Shares	Sole	2024-05-15
2023-12-31	$340,798	4,989	+18.1%	Shares	Other	2024-02-14
2023-09-30	$240,203	4,223	+32.3%	Shares	Other	2023-11-14
2023-03-31	$202,404	3,192	+10.5%	Shares	Other	2023-05-16
2022-03-31	$223,174	2,889	—	Shares	Other	2022-05-17
No filing history on record for this holder in this stock.