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Bleakley Financial Group, LLC: DFAS position timeline

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

Bleakley Financial Group, LLC held 820,209 DFAS 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 820,209 shares
    Change vs previous 13F +70,026 shares

    0.86% of the 13F portfolio, value $67,535,987.

    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 750,183 shares
    Change vs previous 13F +131,623 shares

    0.83% of the 13F portfolio, value $53,360,550.

    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 618,560 shares
    Change vs previous 13F +5,974 shares

    0.75% of the 13F portfolio, value $43,095,063.

    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 612,586 shares
    Change vs previous 13F +22,141 shares

    0.97% of the 13F portfolio, value $41,937,621.

    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 590,445 shares
    Change vs previous 13F +97,253 shares

    0.96% of the 13F portfolio, value $37,617,283.

    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 493,192 shares
    Change vs previous 13F +37,136 shares

    0.95% of the 13F portfolio, value $29,468,233.

    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 456,056 shares
    Change vs previous 13F +449,701 shares

    0.89% of the 13F portfolio, value $29,680,132.

    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 6,355 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $412,212.

    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).