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True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

BHP holding history

BHP Group Ltd in every 13F filed by True Wealth Design, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BHP overviewAll 13F holders of BHPFull Q2 2026 holdings

Shares (Q2 2026)
1,092
Value
$91.0K
% of portfolio
<0.1%
Quarters held
15
Since Q4 2022
Holdings of BHP by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,092$91.0K<0.1%+3+0.3%AddedHolders
Q1 20261,089$79.2K<0.1%+290+36.3%AddedHolders
Q4 2025799$48.2K<0.1%+44+5.8%AddedHolders
Q3 2025755$42.1K<0.1%+526+229.7%AddedHolders
Q2 2025229$11.0K<0.1%−2−0.9%ReducedHolders
Q1 2025231$11.2K<0.1%+35+17.9%AddedHolders
Q4 2024196$9.57K<0.1%+23+13.3%AddedHolders
Q3 2024173$10.7K<0.1%−6−3.4%ReducedHolders
Q2 2024179$10.2K<0.1%+37+26.1%AddedHolders
Q1 2024142$8.19K<0.1%+61+75.3%AddedHolders
Q4 202381$5.53K<0.1%00.0%UnchangedHolders
Q3 202381$4.61K<0.1%00.0%UnchangedHolders
Q2 202381$4.83K<0.1%00.0%UnchangedHolders
Q1 202381$5.14K<0.1%00.0%UnchangedHolders
Q4 202281$5.03K<0.1%–No prior filingHolders