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Bleakley Financial Group, LLC: CGUS position timeline

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

Bleakley Financial Group, LLC held 107,010 CGUS 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 107,010 shares
    Change vs previous 13F +8,467 shares

    0.06% of the 13F portfolio, value $4,759,827.

    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 98,543 shares
    Change vs previous 13F +12,040 shares

    0.06% of the 13F portfolio, value $3,786,016.

    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 86,503 shares
    Change vs previous 13F +910 shares

    0.06% of the 13F portfolio, value $3,480,009.

    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 85,593 shares
    Change vs previous 13F +1,689 shares

    0.08% of the 13F portfolio, value $3,384,352.

    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 83,904 shares
    Change vs previous 13F -5,815 shares

    0.08% of the 13F portfolio, value $3,098,577.

    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 89,719 shares
    Change vs previous 13F +8,297 shares

    0.1% of the 13F portfolio, value $2,996,615.

    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 81,422 shares
    Change vs previous 13F +3,791 shares

    0.09% of the 13F portfolio, value $2,847,327.

    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 77,631 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,661,191.

    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).