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Moran Wealth Management, LLC: BHP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Moran Wealth Management, LLC on BHP, newest first. How the timeline and the estimate are built.

Moran Wealth Management, LLC held 141,765 BHP shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 141,765 shares
    Change vs previous 13F -10,191 shares

    0.32% of the 13F portfolio, value $11,810,442.

    13F-HR 0001965334-26-000004 filed by Moran Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 151,956 shares
    Change vs previous 13F +13,499 shares

    0.34% of the 13F portfolio, value $11,053,280.

    13F-HR 0002085853-26-000507 filed by Moran Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 138,457 shares
    Change vs previous 13F +9,724 shares

    0.26% of the 13F portfolio, value $8,358,649.

    13F-HR 0002085853-26-000091 filed by Moran Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 128,733 shares
    Change vs previous 13F +1,434 shares

    0.22% of the 13F portfolio, value $7,176,868.

    13F-HR 0002085853-25-000149 filed by Moran Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 127,299 shares
    Change vs previous 13F +4,262 shares

    0.19% of the 13F portfolio, value $6,121,785.

    13F-HR 0001667731-25-000988 filed by Moran Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 123,037 shares
    Change vs previous 13F -89,970 shares

    0.2% of the 13F portfolio, value $5,972,192.

    13F-HR 0001667731-25-000498 filed by Moran Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 213,007 shares
    Change vs previous 13F -245,584 shares

    0.33% of the 13F portfolio, value $10,401,117.

    13F-HR 0001667731-25-000219 filed by Moran Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 458,591 shares
    Change vs previous 13F not available

    0.88% of the 13F portfolio, value $28,483,087.

    13F-HR 0001221073-24-000098 filed by Moran Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).