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Bleakley Financial Group, LLC: FIZZ position timeline

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

Bleakley Financial Group, LLC held 11,944 FIZZ 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 11,944 shares
    Change vs previous 13F -2,559 shares

    <0.01% of the 13F portfolio, value $372,653.

    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 14,503 shares
    Change vs previous 13F +1,190 shares

    0.01% of the 13F portfolio, value $488,026.

    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 13,313 shares
    Change vs previous 13F +690 shares

    0.01% of the 13F portfolio, value $424,552.

    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 12,623 shares
    Change vs previous 13F -386 shares

    0.01% of the 13F portfolio, value $466,041.

    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 13,009 shares
    Change vs previous 13F -920 shares

    0.01% of the 13F portfolio, value $562,509.

    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 13,929 shares
    Change vs previous 13F +408 shares

    0.02% of the 13F portfolio, value $578,611.

    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 13,521 shares
    Change vs previous 13F +106 shares

    0.02% of the 13F portfolio, value $576,941.

    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 13,415 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $629,700.

    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).