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Bleakley Financial Group, LLC: D position timeline

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

Bleakley Financial Group, LLC held 41,434 D 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 41,434 shares
    Change vs previous 13F +2,868 shares

    0.04% of the 13F portfolio, value $2,829,527.

    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 38,566 shares
    Change vs previous 13F +3,439 shares

    0.04% of the 13F portfolio, value $2,384,133.

    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 35,127 shares
    Change vs previous 13F +3,495 shares

    0.04% of the 13F portfolio, value $2,058,118.

    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 31,632 shares
    Change vs previous 13F -394 shares

    0.04% of the 13F portfolio, value $1,934,950.

    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 32,026 shares
    Change vs previous 13F +12,928 shares

    0.05% of the 13F portfolio, value $1,810,094.

    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 19,098 shares
    Change vs previous 13F -147 shares

    0.03% of the 13F portfolio, value $1,070,837.

    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 19,245 shares
    Change vs previous 13F -4,459 shares

    0.03% of the 13F portfolio, value $1,036,554.

    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 23,704 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,369,861.

    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).