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Bleakley Financial Group, LLC: BRK-B position timeline

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

Bleakley Financial Group, LLC held 78,435 BRK-B 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 78,435 shares
    Change vs previous 13F +4,205 shares

    0.5% of the 13F portfolio, value $39,248,060.

    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 74,230 shares
    Change vs previous 13F +5,704 shares

    0.56% of the 13F portfolio, value $35,570,776.

    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 68,526 shares
    Change vs previous 13F +8,572 shares

    0.6% of the 13F portfolio, value $34,444,343.

    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 59,954 shares
    Change vs previous 13F +580 shares

    0.7% of the 13F portfolio, value $30,141,030.

    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 59,374 shares
    Change vs previous 13F +2,019 shares

    0.73% of the 13F portfolio, value $28,842,219.

    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 57,355 shares
    Change vs previous 13F +2,888 shares

    0.98% of the 13F portfolio, value $30,545,943.

    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 54,467 shares
    Change vs previous 13F +1,647 shares

    0.74% of the 13F portfolio, value $24,688,833.

    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 52,820 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $24,310,703.

    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).