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Bleakley Financial Group, LLC: BG position timeline

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

Bleakley Financial Group, LLC held 40,340 BG 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 40,340 shares
    Change vs previous 13F +1,200 shares

    0.05% of the 13F portfolio, value $4,305,488.

    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 39,140 shares
    Change vs previous 13F +714 shares

    0.08% of the 13F portfolio, value $4,978,590.

    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 38,426 shares
    Change vs previous 13F +317 shares

    0.06% of the 13F portfolio, value $3,422,962.

    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 38,109 shares
    Change vs previous 13F -555 shares

    0.07% of the 13F portfolio, value $3,096,395.

    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 38,664 shares
    Change vs previous 13F -685 shares

    0.08% of the 13F portfolio, value $3,103,916.

    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 39,349 shares
    Change vs previous 13F -258 shares

    0.1% of the 13F portfolio, value $3,007,033.

    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 39,607 shares
    Change vs previous 13F -2,103 shares

    0.09% of the 13F portfolio, value $3,079,824.

    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 41,710 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $4,030,877.

    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).