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Bleakley Financial Group, LLC: DB position timeline

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

Bleakley Financial Group, LLC held 33,542 DB 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 33,542 shares
    Change vs previous 13F -51,687 shares

    0.01% of the 13F portfolio, value $1,132,383.

    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 85,229 shares
    Change vs previous 13F +1,270 shares

    0.04% of the 13F portfolio, value $2,538,120.

    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 83,959 shares
    Change vs previous 13F +6,825 shares

    0.06% of the 13F portfolio, value $3,237,459.

    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 77,134 shares
    Change vs previous 13F +5,247 shares

    0.06% of the 13F portfolio, value $2,731,315.

    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 71,887 shares
    Change vs previous 13F +12,707 shares

    0.05% of the 13F portfolio, value $2,104,840.

    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 59,180 shares
    Change vs previous 13F +47,573 shares

    0.05% of the 13F portfolio, value $1,410,259.

    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 11,607 shares
    Change vs previous 13F +990 shares

    0.01% of the 13F portfolio, value $197,899.

    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 10,617 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $183,780.

    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).