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Integrated Wealth Concepts LLC

Position in BHP — BHP Group Ltd

CIK 1737109 WALTHAM, MA

Position in BHP

as of Mar 31, 2026 · filed May 15, 2026
Position Value
$1,037,417
+$588,989 QoQ
Shares Held
14,262
+92.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026

Integrated Wealth Concepts LLC holds $8,243,366 across 11 Other Industrial Metals & Mining names. BHP ranks #3 (12.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 BHP
BHP Group Ltd
This page
14,262 $1,037,417

All Filings in BHP

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25 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $1,037,417 14,262
2025-12-31 $448,428 7,428
2025-09-30 $758,813 13,611
2025-06-30 $612,041 12,727
2025-03-31 $550,783 11,347
2024-12-31 $780,205 15,978
2024-09-30 $1,010,529 16,270
2024-06-30 $938,730 16,443
2024-03-31 $868,061 15,047
2023-12-31 $1,071,510 15,686
2023-09-30 $954,332 16,778
2023-06-30 $951,259 15,942
2023-03-31 $985,201 15,537
2022-12-31 $1,981,939 31,941
2022-09-30 $1,624,248 32,459
2022-06-30 $1,733,209 30,851
2022-03-31 $2,182,847 31,676
2021-12-31 $1,574,054 29,238
2021-09-30 $1,275,265 26,711
2021-06-30 $1,498,050 23,058
2021-03-31 $1,348,926 21,792
2020-12-31 $1,322,070 22,682
2020-09-30 $955,690 20,718
2020-06-30 $916,966 20,670
2020-03-31 $568,154 17,359