Position in BHP
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$2,196,718
+$347,304 QoQ
Shares Held
26,368
+3.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#201
of 814 holders
Holding Since
Jun 2024
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BHP Over Time
Shares Held
Position Value (USD)
Position in Other Industrial Metals & Mining
Basic Materials · as of Jun 30, 2026Summit Trail Advisors, LLC holds $4,788,210 across 4 Other Industrial Metals & Mining names. BHP ranks #1 (45.9% of the industry book) .
All Filings in BHP
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,196,718 | 26,368 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,849,414 | 25,425 | Shares | Sole | 2026-05-12 | |
| 2025-09-30 | $254,554 | 4,566 | Shares | Sole | 2025-11-14 | |
| 2024-09-30 | $230,365 | 3,709 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $229,444 | 4,019 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||