Position in BHP
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$115,550
+$14,660 QoQ
Shares Held
1,387
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#612
of 814 holders
Holding Since
Dec 2023
11 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, 2026MONTAG A & ASSOCIATES INC holds $6,143,419 across 4 Other Industrial Metals & Mining names. BHP ranks #2 (1.9% of the industry book) .
All Filings in BHP
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $115,550 | 1,387 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $100,890 | 1,387 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $83,733 | 1,387 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $33,059 | 593 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $26,449 | 550 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $26,697 | 550 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $26,856 | 550 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $34,160 | 550 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $31,399 | 550 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $31,729 | 550 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $37,570 | 550 | Shares | Sole | 2024-02-07 | |
| No filing history on record for this holder in this stock. | ||||||