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Bleakley Financial Group, LLC: IJR position timeline

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

Bleakley Financial Group, LLC held 1,323,251 IJR 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 1,323,251 shares
    Change vs previous 13F -813 shares

    2.5% of the 13F portfolio, value $196,251,375.

    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 1,324,064 shares
    Change vs previous 13F +240,321 shares

    2.58% of the 13F portfolio, value $164,594,345.

    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 1,083,743 shares
    Change vs previous 13F +808,953 shares

    2.26% of the 13F portfolio, value $130,244,259.

    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 274,790 shares
    Change vs previous 13F -15,799 shares

    0.76% of the 13F portfolio, value $32,653,293.

    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 290,589 shares
    Change vs previous 13F +112,839 shares

    0.81% of the 13F portfolio, value $31,758,519.

    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 177,750 shares
    Change vs previous 13F +1,969 shares

    0.6% of the 13F portfolio, value $18,587,338.

    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 175,781 shares
    Change vs previous 13F +2,128 shares

    0.61% of the 13F portfolio, value $20,253,521.

    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 173,653 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $20,310,482.

    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).