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Bleakley Financial Group, LLC: IOO position timeline

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

Bleakley Financial Group, LLC held 38,193 IOO 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 38,193 shares
    Change vs previous 13F +3,047 shares

    0.07% of the 13F portfolio, value $5,217,133.

    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 35,146 shares
    Change vs previous 13F +282 shares

    0.07% of the 13F portfolio, value $4,251,570.

    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 34,864 shares
    Change vs previous 13F +1,572 shares

    0.08% of the 13F portfolio, value $4,416,180.

    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 33,292 shares
    Change vs previous 13F +3,751 shares

    0.09% of the 13F portfolio, value $3,995,364.

    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 29,541 shares
    Change vs previous 13F +3,381 shares

    0.08% of the 13F portfolio, value $3,184,807.

    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 26,160 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $2,518,930.

    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 26,160 shares
    Change vs previous 13F +272 shares

    0.08% of the 13F portfolio, value $2,636,126.

    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 25,888 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,567,027.

    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).