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Bleakley Financial Group, LLC: CLIP position timeline

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

Bleakley Financial Group, LLC held 1,170,109 CLIP 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 1,170,109 shares
    Change vs previous 13F +101,038 shares

    1.5% of the 13F portfolio, value $117,408,734.

    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 1,069,071 shares
    Change vs previous 13F +163,006 shares

    1.68% of the 13F portfolio, value $107,291,977.

    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 906,065 shares
    Change vs previous 13F not available

    1.57% of the 13F portfolio, value $90,706,167.

    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).