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Bleakley Financial Group, LLC: FISV position timeline

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

Bleakley Financial Group, LLC held 23,723 FISV 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 23,723 shares
    Change vs previous 13F +1,077 shares

    0.01% of the 13F portfolio, value $1,163,590.

    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 22,646 shares
    Change vs previous 13F -12,791 shares

    0.02% of the 13F portfolio, value $1,263,624.

    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 35,437 shares
    Change vs previous 13F +12,277 shares

    0.04% of the 13F portfolio, value $2,380,276.

    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 23,160 shares
    Change vs previous 13F +549 shares

    0.07% of the 13F portfolio, value $2,985,954.

    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 22,611 shares
    Change vs previous 13F +2,499 shares

    0.1% of the 13F portfolio, value $3,898,276.

    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 20,112 shares
    Change vs previous 13F +500 shares

    0.14% of the 13F portfolio, value $4,441,333.

    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 19,612 shares
    Change vs previous 13F +684 shares

    0.12% of the 13F portfolio, value $4,028,697.

    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 18,928 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $3,400,415.

    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).