Skip to content
Disclosery

Plan A Wealth LLC: BHP position timeline

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

Plan A Wealth LLC held 10,927 BHP shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 10,927 shares
    Change vs previous 13F +386 shares

    0.33% of the 13F portfolio, value $927,107.

    13F-HR 0001172661-26-004433 filed by Plan A Wealth LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 10,541 shares
    Change vs previous 13F +212 shares

    0.37% of the 13F portfolio, value $878,129.

    13F-HR 0001172661-26-002615 filed by Plan A 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 ended2026-03-31
    13F 10,329 shares
    Change vs previous 13F +271 shares

    0.36% of the 13F portfolio, value $751,295.

    13F-HR 0001172661-26-002250 filed by Plan A 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 ended2025-12-31
    13F 10,058 shares
    Change vs previous 13F +456 shares

    0.3% of the 13F portfolio, value $607,222.

    13F-HR 0001172661-26-000517 filed by Plan A 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 ended2025-09-30
    13F 9,602 shares
    Change vs previous 13F +1,590 shares

    0.27% of the 13F portfolio, value $535,331.

    13F-HR 0001172661-25-004609 filed by Plan A 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 ended2025-06-30
    13F 8,012 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $385,297.

    13F-HR 0001172661-25-004608 filed by Plan A Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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