Position in BHP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,822,209
+$683,435 QoQ
Shares Held
33,876
+15.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#178
of 814 holders
Holding Since
Mar 2026
2 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, 2026WCG Wealth Advisors LLC holds $6,075,255 across 2 Other Industrial Metals & Mining names. BHP ranks #2 (46.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALM |
Almonty Industries Inc.
|
196,440 | $3,253,046 | |
| 2 | BHP |
BHP Group Ltd
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|
33,876 | $2,822,209 |
All Filings in BHP
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,822,209 | 33,876 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,138,774 | 29,403 | Shares | Sole | 2026-05-12 | |
| No filing history on record for this holder in this stock. | ||||||