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Bleakley Financial Group, LLC: BV position timeline

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

Bleakley Financial Group, LLC held 168,404 BV 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 168,404 shares
    Change vs previous 13F +38,363 shares

    0.03% of the 13F portfolio, value $2,386,285.

    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 130,041 shares
    Change vs previous 13F +26,464 shares

    0.02% of the 13F portfolio, value $1,533,183.

    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 103,577 shares
    Change vs previous 13F +24,523 shares

    0.02% of the 13F portfolio, value $1,312,321.

    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 79,054 shares
    Change vs previous 13F +20,882 shares

    0.02% of the 13F portfolio, value $1,059,324.

    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 58,172 shares
    Change vs previous 13F +19,700 shares

    0.02% of the 13F portfolio, value $968,564.

    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 38,472 shares
    Change vs previous 13F +19,783 shares

    0.02% of the 13F portfolio, value $493,980.

    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 18,689 shares
    Change vs previous 13F +2,752 shares

    0.01% of the 13F portfolio, value $298,837.

    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 15,937 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $250,848.

    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).