Skip to content
Disclosery

Bleakley Financial Group, LLC: IUSG position timeline

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

Bleakley Financial Group, LLC held 267,472 IUSG 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 267,472 shares
    Change vs previous 13F +1,739 shares

    0.64% of the 13F portfolio, value $50,308,894.

    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 265,733 shares
    Change vs previous 13F +37,014 shares

    0.64% of the 13F portfolio, value $41,217,841.

    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 228,719 shares
    Change vs previous 13F +218,138 shares

    0.67% of the 13F portfolio, value $38,411,146.

    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 10,581 shares
    Change vs previous 13F +169 shares

    0.04% of the 13F portfolio, value $1,740,998.

    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 10,412 shares
    Change vs previous 13F -67 shares

    0.04% of the 13F portfolio, value $1,565,965.

    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 10,479 shares
    Change vs previous 13F +68 shares

    0.04% of the 13F portfolio, value $1,331,671.

    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 10,411 shares
    Change vs previous 13F +6,178 shares

    0.04% of the 13F portfolio, value $1,450,773.

    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 4,233 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $558,375.

    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).