必和必拓集團有限公司 - 存託憑證（普通股）
US ˙ NYSE ˙ US0886061086

SecurityBHP / BHP Group Limited - Depositary Receipt (Common Stock)
InstitutionIntegrated Wealth Concepts LLC
Latest Disclosed Ownership14,262 shares
Latest Disclosed Value $ 1,037,433
Integrated Wealth Concepts LLC reports 92.00% increase in ownership of BHP / BHP Group Limited - Depositary Receipt (Common Stock)

On May 15, 2026 - Integrated Wealth Concepts LLC filed a 13F-HR form disclosing ownership of 14,262 shares of BHP Group Limited - Depositary Receipt (Common Stock) (US:BHP) valued at $1,037,418 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 7,428 shares of BHP Group Limited - Depositary Receipt (Common Stock). This represents a change in shares of 92.00% during the quarter. The current value of the position is $1,266,180 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F BHP GROUP Common Stock 088606108 14,262 6,834 92.00 1,037 131.47 0.0083
2026-02-13 2025-12-31 13F BHP GROUP Common Stock 088606108 7,428 -6,183 -45.43 448 -40.90 0.0053
2025-11-14 2025-09-30 13F BHP GROUP Common Stock 088606108 13,611 884 6.95 759 23.86 0.0068
2025-08-14 2025-06-30 13F BHP GROUP Common Stock 088606108 12,727 1,380 12.16 612 11.27 0.0061
2025-05-15 2025-03-31 13F BHP GROUP Common Stock 088606108 11,347 -4,631 -28.98 551 -29.49 0.0064
2025-02-14 2024-12-31 13F BHP GROUP Common Stock 088606108 15,978 -292 -1.79 780 -22.77 0.0091
2024-11-14 2024-09-30 13F BHP GROUP Common Stock 088606108 16,270 -173 -1.05 1,011 7.68 0.0123
2024-08-14 2024-06-30 13F BHP GROUP Common Stock 088606108 16,443 1,396 9.28 939 8.06 0.0128
2024-05-15 2024-03-31 13F BHP GROUP Common Stock 088606108 15,047 -639 -4.07 868 -18.95 0.0126
2024-02-13 2023-12-31 13F BHP GROUP Common Stock 088606108 15,686 -1,092 -6.51 1,072 12.26 0.0176
2023-11-15 2023-09-30 13F BHP GROUP Common Stock 088606108 16,778 836 5.24 954 0.32 0.0168
2023-08-15 2023-06-30 13F BHP GROUP Common Stock 088606108 15,942 405 2.61 951 0.0163
2023-05-03 2023-03-31 13F BHP GROUP Common Stock 088606108 15,537 -16,404 -51.36 1 -100.00 0.0203
2023-02-13 2022-12-31 13F BHP GROUP Common Stock 088606108 31,941 -518 -1.60 2 -99.94 0.0539
2022-11-14 2022-09-30 13F BHP GROUP Common Stock 088606108 32,459 1,608 5.21 1,624 -6.29 0.0519
2022-08-08 2022-06-30 13F BHP GROUP Common Stock 088606108 30,851 -825 -2.60 1,733 -29.18 0.0540
2022-05-12 2022-03-31 13F BHP GROUP Common Stock 088606108 31,676 2,438 8.34 2,447 38.64 0.0748
2022-02-15 2021-12-31 13F BHP GROUP Common Stock 088606108 29,238 2,527 9.46 1,765 23.43 0.0525
2021-11-15 2021-09-30 13F BHP GROUP Common Stock 088606108 26,711 3,653 15.84 1,430 -14.83 0.0465
2021-08-13 2021-06-30 13F BHP GROUP Common Stock 088606108 23,058 1,266 5.81 1,679 11.04 0.0595
2021-05-13 2021-03-31 13F BHP GROUP Common Stock 088606108 21,792 -890 -3.92 1,512 2.02 0.0621
2021-02-12 2020-12-31 13F BHP GROUP Common Stock 088606108 22,682 1,964 9.48 1,482 38.38 0.0701
2020-11-13 2020-09-30 13F BHP GROUP Common Stock 088606108 20,718 48 0.23 1,071 4.18 0.0660
2020-07-30 2020-06-30 13F BHP GROUP Common Stock 088606108 20,670 3,311 19.07 1,028 61.38 0.0740
2020-05-18 2020-03-31 13F BHP GROUP Common Stock 088606108 17,359 3,040 21.23 637 -18.65 0.0588
2020-02-20 2019-12-31 13F BHP GROUP Common Stock 088606108 14,319 5,407 60.67 783 77.95 0.0661
2019-11-15 2019-09-30 13F BHP GROUP Common Stock 088606108 8,912 2,503 39.05 440 17.96 0.0495
2019-08-15 2019-06-30 13F BHP GROUP Common Stock 088606108 6,409 2,686 72.15 373 82.84 0.0489
2019-05-15 2019-03-31 13F BHP GROUP Common Stock 088606108 3,723 3,723 204 0.0345
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.