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Bleakley Financial Group, LLC: BTI position timeline

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

Bleakley Financial Group, LLC held 59,610 BTI 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 59,610 shares
    Change vs previous 13F +1,895 shares

    0.05% of the 13F portfolio, value $3,681,539.

    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 57,715 shares
    Change vs previous 13F +6,103 shares

    0.05% of the 13F portfolio, value $3,374,585.

    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 51,612 shares
    Change vs previous 13F +2,298 shares

    0.05% of the 13F portfolio, value $2,922,244.

    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 49,314 shares
    Change vs previous 13F +1,883 shares

    0.06% of the 13F portfolio, value $2,617,611.

    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 47,431 shares
    Change vs previous 13F +10,738 shares

    0.06% of the 13F portfolio, value $2,244,907.

    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 36,693 shares
    Change vs previous 13F +7,111 shares

    0.05% of the 13F portfolio, value $1,517,998.

    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 29,582 shares
    Change vs previous 13F -5,100 shares

    0.03% of the 13F portfolio, value $1,074,402.

    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 34,682 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,268,673.

    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).