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Bleakley Financial Group, LLC: HFSI position timeline

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

Bleakley Financial Group, LLC held 643,146 HFSI 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 643,146 shares
    Change vs previous 13F +30,134 shares

    0.29% of the 13F portfolio, value $22,613,014.

    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 613,012 shares
    Change vs previous 13F -42,036 shares

    0.33% of the 13F portfolio, value $21,283,762.

    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 655,048 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $23,241,103.

    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).