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Disclosery

Naviter Wealth, LLC: BHP position timeline

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

Naviter Wealth, LLC held 57,285 BHP shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 57,285 shares
    Change vs previous 13F +8,413 shares

    0.43% of the 13F portfolio, value $4,772,409.

    13F-HR 0001951757-26-001175 filed by Naviter Wealth, 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 48,872 shares
    Change vs previous 13F +1,721 shares

    0.44% of the 13F portfolio, value $3,554,946.

    13F-HR 0001951757-26-000571 filed by Naviter Wealth, 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 47,151 shares
    Change vs previous 13F -3,564 shares

    0.37% of the 13F portfolio, value $2,846,487.

    13F-HR 0001951757-26-000260 filed by Naviter Wealth, 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 50,715 shares
    Change vs previous 13F +191 shares

    0.33% of the 13F portfolio, value $2,827,343.

    13F-HR 0001951757-25-001297 filed by Naviter Wealth, 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 50,524 shares
    Change vs previous 13F -999 shares

    0.3% of the 13F portfolio, value $2,429,699.

    13F-HR 0001951757-25-000971 filed by Naviter Wealth, 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 51,523 shares
    Change vs previous 13F +497 shares

    0.31% of the 13F portfolio, value $2,520,505.

    13F-HR 0001951757-25-000456 filed by Naviter Wealth, 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 51,026 shares
    Change vs previous 13F -15,052 shares

    0.3% of the 13F portfolio, value $2,491,624.

    13F-HR 0001951757-25-000201 filed by Naviter Wealth, 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 66,078 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $4,201,513.

    13F-HR 0001951757-24-001052 filed by Naviter Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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