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Bleakley Financial Group, LLC: EWS position timeline

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

Bleakley Financial Group, LLC held 165,753 EWS 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 165,753 shares
    Change vs previous 13F +35,758 shares

    0.06% of the 13F portfolio, value $4,907,959.

    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 129,995 shares
    Change vs previous 13F +25,752 shares

    0.06% of the 13F portfolio, value $3,668,448.

    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 104,243 shares
    Change vs previous 13F +25,938 shares

    0.05% of the 13F portfolio, value $2,867,712.

    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 78,305 shares
    Change vs previous 13F +21,428 shares

    0.05% of the 13F portfolio, value $2,219,174.

    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 56,877 shares
    Change vs previous 13F +19,481 shares

    0.04% of the 13F portfolio, value $1,477,674.

    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 37,396 shares
    Change vs previous 13F +14,638 shares

    0.03% of the 13F portfolio, value $888,517.

    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 22,758 shares
    Change vs previous 13F +4,021 shares

    0.01% of the 13F portfolio, value $497,251.

    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 18,737 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $415,013.

    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).