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Bleakley Financial Group, LLC: BIL position timeline

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

Bleakley Financial Group, LLC held 137,814 BIL 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 137,814 shares
    Change vs previous 13F +42,616 shares

    0.16% of the 13F portfolio, value $12,629,314.

    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 95,198 shares
    Change vs previous 13F -41,606 shares

    0.14% of the 13F portfolio, value $8,723,906.

    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 136,804 shares
    Change vs previous 13F -31,717 shares

    0.22% of the 13F portfolio, value $12,501,175.

    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 168,521 shares
    Change vs previous 13F -8,025 shares

    0.36% of the 13F portfolio, value $15,461,835.

    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 176,546 shares
    Change vs previous 13F +73,044 shares

    0.41% of the 13F portfolio, value $16,194,604.

    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 103,502 shares
    Change vs previous 13F +34,992 shares

    0.3% of the 13F portfolio, value $9,494,199.

    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 68,510 shares
    Change vs previous 13F -13,101 shares

    0.19% of the 13F portfolio, value $6,263,852.

    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 81,611 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $7,492,716.

    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).