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Bleakley Financial Group, LLC: DFIC position timeline

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

Bleakley Financial Group, LLC held 49,330 DFIC 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 49,330 shares
    Change vs previous 13F -900 shares

    0.02% of the 13F portfolio, value $1,838,036.

    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 50,230 shares
    Change vs previous 13F +5,903 shares

    0.03% of the 13F portfolio, value $1,784,672.

    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 44,327 shares
    Change vs previous 13F +1,293 shares

    0.03% of the 13F portfolio, value $1,527,508.

    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 43,034 shares
    Change vs previous 13F -1,220 shares

    0.03% of the 13F portfolio, value $1,411,085.

    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 44,254 shares
    Change vs previous 13F -3,245 shares

    0.03% of the 13F portfolio, value $1,375,857.

    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 47,499 shares
    Change vs previous 13F -6,345 shares

    0.04% of the 13F portfolio, value $1,319,047.

    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 53,844 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,391,598.

    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).