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Bleakley Financial Group, LLC: FLOT position timeline

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

Bleakley Financial Group, LLC held 71,239 FLOT 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 71,239 shares
    Change vs previous 13F -474 shares

    0.05% of the 13F portfolio, value $3,636,770.

    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 71,713 shares
    Change vs previous 13F +2,937 shares

    0.06% of the 13F portfolio, value $3,653,752.

    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 68,776 shares
    Change vs previous 13F -2,138 shares

    0.06% of the 13F portfolio, value $3,497,922.

    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 70,914 shares
    Change vs previous 13F +4,592 shares

    0.08% of the 13F portfolio, value $3,622,617.

    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 66,322 shares
    Change vs previous 13F -1,906 shares

    0.09% of the 13F portfolio, value $3,383,723.

    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 68,228 shares
    Change vs previous 13F +5,320 shares

    0.11% of the 13F portfolio, value $3,483,014.

    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 62,908 shares
    Change vs previous 13F +2,097 shares

    0.1% of the 13F portfolio, value $3,200,734.

    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 60,811 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $3,103,768.

    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).