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Bleakley Financial Group, LLC: CGW position timeline

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

Bleakley Financial Group, LLC held 64,989 CGW 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 64,989 shares
    Change vs previous 13F -616 shares

    0.05% of the 13F portfolio, value $4,271,740.

    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 65,605 shares
    Change vs previous 13F -1,846 shares

    0.07% of the 13F portfolio, value $4,194,796.

    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 67,451 shares
    Change vs previous 13F +244 shares

    0.07% of the 13F portfolio, value $4,250,174.

    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 67,207 shares
    Change vs previous 13F -1,821 shares

    0.1% of the 13F portfolio, value $4,317,396.

    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 69,028 shares
    Change vs previous 13F -1,313 shares

    0.11% of the 13F portfolio, value $4,314,268.

    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 70,341 shares
    Change vs previous 13F +4,265 shares

    0.13% of the 13F portfolio, value $3,917,306.

    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 66,076 shares
    Change vs previous 13F +473 shares

    0.11% of the 13F portfolio, value $3,581,342.

    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 65,603 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $4,014,926.

    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).