Skip to content
Disclosery

Bleakley Financial Group, LLC: IBM position timeline

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

Bleakley Financial Group, LLC held 48,879 IBM 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 48,879 shares
    Change vs previous 13F +8,077 shares

    0.18% of the 13F portfolio, value $13,745,170.

    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 40,802 shares
    Change vs previous 13F -5,662 shares

    0.15% of the 13F portfolio, value $9,890,043.

    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 46,464 shares
    Change vs previous 13F +3,540 shares

    0.24% of the 13F portfolio, value $13,763,194.

    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 42,924 shares
    Change vs previous 13F +7,301 shares

    0.28% of the 13F portfolio, value $12,111,323.

    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 35,623 shares
    Change vs previous 13F +3,304 shares

    0.27% of the 13F portfolio, value $10,500,916.

    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 32,319 shares
    Change vs previous 13F +873 shares

    0.26% of the 13F portfolio, value $8,036,509.

    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 31,446 shares
    Change vs previous 13F +104 shares

    0.21% of the 13F portfolio, value $6,912,828.

    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 31,342 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $6,929,156.

    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).