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Bleakley Financial Group, LLC: ED position timeline

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

Bleakley Financial Group, LLC held 26,487 ED 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 26,487 shares
    Change vs previous 13F +5,067 shares

    0.04% of the 13F portfolio, value $2,930,287.

    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 21,420 shares
    Change vs previous 13F -400 shares

    0.04% of the 13F portfolio, value $2,424,288.

    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 21,820 shares
    Change vs previous 13F +694 shares

    0.04% of the 13F portfolio, value $2,167,130.

    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 21,126 shares
    Change vs previous 13F +6,527 shares

    0.05% of the 13F portfolio, value $2,123,538.

    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 14,599 shares
    Change vs previous 13F +992 shares

    0.04% of the 13F portfolio, value $1,464,983.

    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 13,607 shares
    Change vs previous 13F -1,291 shares

    0.05% of the 13F portfolio, value $1,504,848.

    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 14,898 shares
    Change vs previous 13F +7,705 shares

    0.04% of the 13F portfolio, value $1,329,375.

    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 7,193 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $748,966.

    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).