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Bleakley Financial Group, LLC: GS position timeline

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

Bleakley Financial Group, LLC held 16,740 GS 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 16,740 shares
    Change vs previous 13F +1,643 shares

    0.22% of the 13F portfolio, value $16,930,590.

    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 15,097 shares
    Change vs previous 13F +526 shares

    0.2% of the 13F portfolio, value $12,772,221.

    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 14,571 shares
    Change vs previous 13F +739 shares

    0.22% of the 13F portfolio, value $12,807,629.

    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 13,832 shares
    Change vs previous 13F +1,125 shares

    0.26% of the 13F portfolio, value $11,014,895.

    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 12,707 shares
    Change vs previous 13F -276 shares

    0.23% of the 13F portfolio, value $8,993,373.

    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 12,983 shares
    Change vs previous 13F +1,181 shares

    0.23% of the 13F portfolio, value $7,092,534.

    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 11,802 shares
    Change vs previous 13F +97 shares

    0.2% of the 13F portfolio, value $6,758,154.

    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 11,705 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $5,795,194.

    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).