Bleakley Financial Group, LLC: GIS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Bleakley Financial Group, LLC on GIS, newest first. How the timeline and the estimate are built.
Bleakley Financial Group, LLC held 40,750 GIS shares at 2026-06-30 per its 13F-HR filed 2026-08-05.
the latest 13F is the newest step
- period ended2026-06-3013F 40,750 sharesChange vs previous 13F +28,080 shares
0.02% of the 13F portfolio, value $1,418,105.
13F-HR 0001936953-26-000004 filed by Bleakley Financial Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 12,670 sharesChange vs previous 13F +12,670 shares
0.01% of the 13F portfolio, value $471,580.
13F-HR 0001936953-26-000003 filed by Bleakley Financial Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 0 sharesChange vs previous 13F -13,770 shares
13F-HR 0001936953-25-000006 filed by Bleakley Financial Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-06-3013F 13,770 sharesChange vs previous 13F +13,770 shares
0.02% of the 13F portfolio, value $713,399.
13F-HR 0001936953-25-000004 filed by Bleakley Financial Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 0 sharesChange vs previous 13F -11,202 shares
13F-HR 0001936953-25-000003 filed by Bleakley Financial Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2024-12-3113F 11,202 sharesChange vs previous 13F +39 shares
0.02% of the 13F portfolio, value $714,375.
13F-HR 0001936953-25-000001 filed by Bleakley Financial Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 11,163 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $824,399.
13F-HR 0001936953-24-000006 filed by Bleakley Financial Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).