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Bleakley Financial Group, LLC: BUD position timeline

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

Bleakley Financial Group, LLC held 22,838 BUD 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 22,838 shares
    Change vs previous 13F +2,775 shares

    0.02% of the 13F portfolio, value $1,881,856.

    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 20,063 shares
    Change vs previous 13F -5,669 shares

    0.02% of the 13F portfolio, value $1,391,770.

    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 25,732 shares
    Change vs previous 13F +1,508 shares

    0.03% of the 13F portfolio, value $1,647,869.

    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 24,224 shares
    Change vs previous 13F -496 shares

    0.03% of the 13F portfolio, value $1,444,009.

    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 24,720 shares
    Change vs previous 13F +3,576 shares

    0.04% of the 13F portfolio, value $1,698,792.

    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 21,144 shares
    Change vs previous 13F -245 shares

    0.04% of the 13F portfolio, value $1,301,631.

    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 21,389 shares
    Change vs previous 13F -7,346 shares

    0.03% of the 13F portfolio, value $1,070,929.

    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 28,735 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,904,850.

    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).