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Bleakley Financial Group, LLC: IR position timeline

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

Bleakley Financial Group, LLC held 23,754 IR 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 23,754 shares
    Change vs previous 13F -1,642 shares

    0.02% of the 13F portfolio, value $1,947,628.

    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 25,396 shares
    Change vs previous 13F +947 shares

    0.03% of the 13F portfolio, value $2,034,764.

    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 24,449 shares
    Change vs previous 13F +1,750 shares

    0.03% of the 13F portfolio, value $1,936,881.

    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 22,699 shares
    Change vs previous 13F +466 shares

    0.04% of the 13F portfolio, value $1,875,409.

    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 22,233 shares
    Change vs previous 13F +2,777 shares

    0.05% of the 13F portfolio, value $1,849,355.

    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 19,456 shares
    Change vs previous 13F +110 shares

    0.05% of the 13F portfolio, value $1,557,073.

    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 19,346 shares
    Change vs previous 13F +1,432 shares

    0.05% of the 13F portfolio, value $1,750,038.

    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 17,914 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,758,441.

    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).