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Bleakley Financial Group, LLC: IVV position timeline

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

Bleakley Financial Group, LLC held 563,885 IVV 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 563,885 shares
    Change vs previous 13F +42,284 shares

    5.38% of the 13F portfolio, value $422,287,582.

    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 521,601 shares
    Change vs previous 13F +119,146 shares

    5.33% of the 13F portfolio, value $340,714,736.

    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 402,455 shares
    Change vs previous 13F +268,105 shares

    4.78% of the 13F portfolio, value $275,657,186.

    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 134,350 shares
    Change vs previous 13F -12,129 shares

    2.09% of the 13F portfolio, value $89,920,440.

    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 146,479 shares
    Change vs previous 13F +106,979 shares

    2.31% of the 13F portfolio, value $90,948,860.

    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 39,500 shares
    Change vs previous 13F +3,150 shares

    0.71% of the 13F portfolio, value $22,195,066.

    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 36,350 shares
    Change vs previous 13F -698 shares

    0.64% of the 13F portfolio, value $21,398,385.

    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 37,048 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $21,369,786.

    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).