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Integrated Wealth Concepts LLC

Position in BHP — BHP Group Ltd

CIK 1737109 WALTHAM, MA

Position in BHP

as of Jun 30, 2026 · filed Aug 12, 2026
Position Value
$1,230,655
+$193,238 QoQ
Shares Held
14,772
+3.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#263
of 818 holders
Holding Since
Mar 2020
26 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, 2026

Integrated Wealth Concepts LLC holds $9,368,441 across 36 Other Industrial Metals & Mining names. BHP ranks #3 (13.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 BHP
BHP Group Ltd
This page
14,772 $1,230,655

All Filings in BHP

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26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,230,655 14,772
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 $2,446,971 31,676
2021-12-31 $1,764,514 29,238
2021-09-30 $1,429,573 26,711
2021-06-30 $1,679,314 23,058
2021-03-31 $1,512,147 21,792
2020-12-31 $1,482,040 22,682
2020-09-30 $1,071,328 20,718
2020-06-30 $1,027,919 20,670
2020-03-31 $636,901 17,359