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Bleakley Financial Group, LLC: AIQ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Bleakley Financial Group, LLC on AIQ, newest first. How the timeline and the estimate are built.

Bleakley Financial Group, LLC held 125,153 AIQ 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 125,153 shares
    Change vs previous 13F -10,579 shares

    0.1% of the 13F portfolio, value $8,211,272.

    13F-HR 0001936953-26-000004 filed by Bleakley Financial Group, 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 135,732 shares
    Change vs previous 13F -9,923 shares

    0.1% of the 13F portfolio, value $6,334,601.

    13F-HR 0001936953-26-000003 filed by Bleakley Financial Group, 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 145,655 shares
    Change vs previous 13F -4,646 shares

    0.13% of the 13F portfolio, value $7,407,998.

    13F-HR 0001936953-26-000001 filed by Bleakley Financial Group, 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 150,301 shares
    Change vs previous 13F -12,855 shares

    0.17% of the 13F portfolio, value $7,423,351.

    13F-HR 0001936953-25-000006 filed by Bleakley Financial Group, 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 163,156 shares
    Change vs previous 13F +102,384 shares

    0.18% of the 13F portfolio, value $7,128,291.

    13F-HR 0001936953-25-000004 filed by Bleakley Financial Group, 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 60,772 shares
    Change vs previous 13F +44,157 shares

    0.07% of the 13F portfolio, value $2,210,890.

    13F-HR 0001936953-25-000003 filed by Bleakley Financial Group, 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 16,615 shares
    Change vs previous 13F +3,138 shares

    0.02% of the 13F portfolio, value $641,998.

    13F-HR 0001936953-25-000001 filed by Bleakley Financial Group, 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 13,477 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $500,934.

    13F-HR 0001936953-24-000006 filed by Bleakley Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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