Syverson Strege & Co BHP β€” BHP GROUP LTD

Ownership history in Syverson Strege & Co  Β·  5 quarters on record

AI Ownership Summary

Syverson Strege & Co reported BHP GROUP LTD (BHP) in 5 quarterly 13F filings from 2026 Q1 through 2026 Q1. Peak portfolio weight reached 0.05% in 2026 Q1. The latest visible filing shows BHP at 0.05% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BHP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Syverson Strege & Co's position in BHP GROUP LTD, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

BHP was reported at 0.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.05% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Syverson Strege & Co held BHP β€” position size vs. price
% of Fund (quarterly)    BHP price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED β€” β€” β€” 3,124 +2,208 +241.0% 0.05% $227K 2026-05-04 $77.87
4 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Syverson Strege & Co and BHP

These are the practical questions this page is built to answer before you even open the full history table.

How long has Syverson Strege & Co reported owning BHP?

Syverson Strege & Co reported BHP across 1 quarterly 13F filings, from 2026 Q1 through 2026 Q1.

What was the largest reported BHP position in Syverson Strege & Co's portfolio?

The largest reported portfolio weight for BHP was 0.05% in 2026 Q1.

What is the latest reported BHP position on this page?

The most recent filing on this page is 2026 Q1, when Syverson Strege & Co reported 3,124 shares, equal to 0.05% of portfolio, with an estimated market value of $227K.

What does the chart on this BHP ownership page compare?

The chart compares Syverson Strege & Co's quarterly BHP portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Syverson Strege & Co time their BHP position?

Based on 13F filing dates vs. subsequent BHP price moves, Syverson Strege & Co correctly timed 3 out of 4 reported position changes (75%). The annualised alpha on BHP relative to SPY over the holding period was +44.5%.

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