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Bleakley Financial Group, LLC: AM position timeline

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

Bleakley Financial Group, LLC held 20,448 AM 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 20,448 shares
    Change vs previous 13F +1,919 shares

    0.01% of the 13F portfolio, value $465,182.

    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 18,529 shares
    Change vs previous 13F +193 shares

    0.01% of the 13F portfolio, value $422,468.

    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 18,336 shares
    Change vs previous 13F +2,520 shares

    0.01% of the 13F portfolio, value $326,190.

    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 15,816 shares
    Change vs previous 13F -303 shares

    0.01% of the 13F portfolio, value $307,459.

    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 16,119 shares
    Change vs previous 13F +348 shares

    0.01% of the 13F portfolio, value $305,451.

    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 15,771 shares
    Change vs previous 13F +1,447 shares

    0.01% of the 13F portfolio, value $283,885.

    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 14,324 shares
    Change vs previous 13F -154 shares

    0.01% of the 13F portfolio, value $216,148.

    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 14,478 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $217,901.

    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).