Bleakley Financial Group, LLC: HDV position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Bleakley Financial Group, LLC on HDV, newest first. How the timeline and the estimate are built.
Bleakley Financial Group, LLC held 17,730 HDV shares at 2026-06-30 per its 13F-HR filed 2026-08-05.
the latest 13F is the newest step
- period ended2026-06-3013F 17,730 sharesChange vs previous 13F +17,730 shares
0.01% of the 13F portfolio, value $485,979.
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 ended2025-03-3113F 0 sharesChange vs previous 13F -4,681 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 4,681 sharesChange vs previous 13F +2,649 shares
0.02% of the 13F portfolio, value $525,489.
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 2,032 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $239,004.
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).