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Bleakley Financial Group, LLC: FIS position timeline

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

Bleakley Financial Group, LLC held 116,838 FIS 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 116,838 shares
    Change vs previous 13F +1,743 shares

    0.06% of the 13F portfolio, value $4,542,671.

    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 115,095 shares
    Change vs previous 13F +328 shares

    0.08% of the 13F portfolio, value $5,399,099.

    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 114,767 shares
    Change vs previous 13F +4,460 shares

    0.13% of the 13F portfolio, value $7,627,417.

    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 110,307 shares
    Change vs previous 13F -4,639 shares

    0.17% of the 13F portfolio, value $7,273,666.

    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 114,946 shares
    Change vs previous 13F -1,094 shares

    0.24% of the 13F portfolio, value $9,357,792.

    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 116,040 shares
    Change vs previous 13F -5,849 shares

    0.28% of the 13F portfolio, value $8,665,838.

    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 121,889 shares
    Change vs previous 13F +1,208 shares

    0.3% of the 13F portfolio, value $9,844,954.

    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 120,681 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $10,107,009.

    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).