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Bleakley Financial Group, LLC: CGBL position timeline

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

Bleakley Financial Group, LLC held 189,752 CGBL 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 189,752 shares
    Change vs previous 13F +24,703 shares

    0.09% of the 13F portfolio, value $7,202,986.

    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 165,049 shares
    Change vs previous 13F +25,696 shares

    0.09% of the 13F portfolio, value $5,679,336.

    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 139,353 shares
    Change vs previous 13F +9,400 shares

    0.09% of the 13F portfolio, value $4,923,341.

    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 129,953 shares
    Change vs previous 13F +35,271 shares

    0.1% of the 13F portfolio, value $4,511,968.

    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 94,682 shares
    Change vs previous 13F +32,586 shares

    0.08% of the 13F portfolio, value $3,166,166.

    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 62,096 shares
    Change vs previous 13F +11,917 shares

    0.06% of the 13F portfolio, value $1,923,734.

    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 50,179 shares
    Change vs previous 13F +29,525 shares

    0.05% of the 13F portfolio, value $1,569,097.

    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 20,654 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $641,307.

    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).