Position in BHP
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$846,676
+$198,420 QoQ
Shares Held
10,163
+14.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#316
of 814 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BHP Over Time
Shares Held
Position Value (USD)
Position in Other Industrial Metals & Mining
Basic Materials · as of Jun 30, 2026AE Wealth Management LLC holds $2,305,760 across 3 Other Industrial Metals & Mining names. BHP ranks #1 (36.7% of the industry book) .
All Filings in BHP
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $846,676 | 10,163 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $648,256 | 8,912 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $557,031 | 9,227 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $492,272 | 8,830 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $428,481 | 8,910 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $415,453 | 8,559 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $363,586 | 7,446 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $454,023 | 7,310 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $461,515 | 8,084 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $410,290 | 7,112 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $1,866,024 | 27,317 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,316,203 | 23,140 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $1,855,020 | 31,088 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $2,123,093 | 33,482 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $2,050,318 | 33,043 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $946,706 | 18,919 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $1,373,432 | 24,447 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $1,279,878 | 16,568 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $282,860 | 4,687 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $379,403 | 7,089 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $3,959,768 | 54,370 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $2,966,284 | 42,748 | Shares | Sole | 2021-04-27 | |
| No filing history on record for this holder in this stock. | ||||||