Bleakley Financial Group, LLC: HE position timeline

Bleakley Financial Group, LLC held 67,577 HE 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 67,577 shares

   Change vs previous 13F +10,603 shares

   0.01% of the 13F portfolio, value $914,314.

   13F-HR 0001936953-26-000004 filed by Bleakley Financial Group, LLC
   Filed 2026-08-05 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 56,974 shares

   Change vs previous 13F +985 shares

   0.01% of the 13F portfolio, value $845,491.

   13F-HR 0001936953-26-000003 filed by Bleakley Financial Group, LLC
   Filed 2026-05-04 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 55,989 shares

   Change vs previous 13F +24,712 shares

   0.01% of the 13F portfolio, value $688,662.

   13F-HR 0001936953-26-000001 filed by Bleakley Financial Group, LLC
   Filed 2026-02-09 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 31,277 shares

   Change vs previous 13F -8,054 shares

   0.01% of the 13F portfolio, value $345,295.

   13F-HR 0001936953-25-000006 filed by Bleakley Financial Group, LLC
   Filed 2025-11-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 39,331 shares

   Change vs previous 13F not available

   0.01% of the 13F portfolio, value $418,086.

   13F-HR 0001936953-25-000004 filed by Bleakley Financial Group, LLC
   Filed 2025-07-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).