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Bleakley Financial Group, LLC: IVW position timeline

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

Bleakley Financial Group, LLC held 67,370 IVW 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 67,370 shares
    Change vs previous 13F -3,224 shares

    0.12% of the 13F portfolio, value $9,265,389.

    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 70,594 shares
    Change vs previous 13F +6,033 shares

    0.12% of the 13F portfolio, value $7,984,909.

    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 64,561 shares
    Change vs previous 13F -150 shares

    0.14% of the 13F portfolio, value $7,957,815.

    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 64,711 shares
    Change vs previous 13F -806 shares

    0.18% of the 13F portfolio, value $7,811,951.

    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 65,517 shares
    Change vs previous 13F +1,572 shares

    0.18% of the 13F portfolio, value $7,213,393.

    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 63,945 shares
    Change vs previous 13F -1,622 shares

    0.19% of the 13F portfolio, value $5,936,009.

    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 65,567 shares
    Change vs previous 13F +888 shares

    0.2% of the 13F portfolio, value $6,656,976.

    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 64,679 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $6,193,017.

    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).