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Bleakley Financial Group, LLC: BUFR position timeline

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

Bleakley Financial Group, LLC held 470,034 BUFR 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 470,034 shares
    Change vs previous 13F +22,529 shares

    0.22% of the 13F portfolio, value $17,170,342.

    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 447,505 shares
    Change vs previous 13F -19,031 shares

    0.24% of the 13F portfolio, value $15,112,244.

    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 466,536 shares
    Change vs previous 13F +12,690 shares

    0.28% of the 13F portfolio, value $15,983,523.

    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 453,846 shares
    Change vs previous 13F +10,032 shares

    0.35% of the 13F portfolio, value $15,167,533.

    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 443,814 shares
    Change vs previous 13F -21,120 shares

    0.36% of the 13F portfolio, value $14,113,285.

    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 464,934 shares
    Change vs previous 13F +41,234 shares

    0.44% of the 13F portfolio, value $13,803,890.

    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 423,700 shares
    Change vs previous 13F +15,344 shares

    0.39% of the 13F portfolio, value $12,910,139.

    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 408,356 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $12,205,761.

    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).