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Bleakley Financial Group, LLC: IBIT position timeline

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

Bleakley Financial Group, LLC held 183,989 IBIT 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 183,989 shares
    Change vs previous 13F -161,329 shares

    0.08% of the 13F portfolio, value $6,124,979.

    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 345,318 shares
    Change vs previous 13F -76,846 shares

    0.21% of the 13F portfolio, value $13,267,100.

    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 422,164 shares
    Change vs previous 13F +51,178 shares

    0.36% of the 13F portfolio, value $20,960,420.

    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 370,986 shares
    Change vs previous 13F +84,790 shares

    0.56% of the 13F portfolio, value $24,114,061.

    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 286,196 shares
    Change vs previous 13F +44,356 shares

    0.44% of the 13F portfolio, value $17,518,057.

    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 241,840 shares
    Change vs previous 13F +49,205 shares

    0.36% of the 13F portfolio, value $11,320,530.

    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 192,635 shares
    Change vs previous 13F +62,482 shares

    0.31% of the 13F portfolio, value $10,219,287.

    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 130,153 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $4,702,428.

    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).