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Bleakley Financial Group, LLC: IVOL position timeline

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

Bleakley Financial Group, LLC held 309,160 IVOL 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 309,160 shares
    Change vs previous 13F +67,064 shares

    0.07% of the 13F portfolio, value $5,345,384.

    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 242,096 shares
    Change vs previous 13F +40,065 shares

    0.07% of the 13F portfolio, value $4,529,613.

    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 202,031 shares
    Change vs previous 13F +39,903 shares

    0.07% of the 13F portfolio, value $3,870,912.

    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 162,128 shares
    Change vs previous 13F +35,395 shares

    0.07% of the 13F portfolio, value $3,125,823.

    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 126,733 shares
    Change vs previous 13F +47,516 shares

    0.06% of the 13F portfolio, value $2,478,905.

    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 79,217 shares
    Change vs previous 13F +19,331 shares

    0.05% of the 13F portfolio, value $1,479,780.

    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 59,886 shares
    Change vs previous 13F +6,945 shares

    0.03% of the 13F portfolio, value $1,062,378.

    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 52,941 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,019,114.

    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).