Waverly Advisors, LLC

Position in BHP — BHP Group Ltd

CIK 1568787 BIRMINGHAM, AL

Position in BHP

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$13,477,849

+$2,166,021 QoQ

Shares Held

185,288

-1.1% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.26%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2022

10 quarters on record

Voting authority Sole 0.14302059496567504.ToString("F0")% Shared 0.ToString("F0")% None 99.85697940503432.ToString("F0")%

Basic Materials · as of Mar 31, 2026

Waverly Advisors, LLC holds $21,179,911 across 5 Other Industrial Metals & Mining names. BHP ranks #1 (63.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BHP	BHP Group Ltd This page	185,288	$13,477,849
2	VALE	Vale S.A.	262,682	$4,179,270
3	RIO	Rio Tinto PLC	35,449	$3,307,037
4	MP	MP Materials Corp. / DE	4,336	$209,255
5	WWR	Westwater Resources, Inc.	10,000	$6,500

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
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	$199,085	2,889	—	Shares	Other	2022-05-17
No filing history on record for this holder in this stock.