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Bleakley Financial Group, LLC: IWS position timeline

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

Bleakley Financial Group, LLC held 44,539 IWS 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 44,539 shares
    Change vs previous 13F -52 shares

    0.09% of the 13F portfolio, value $7,331,046.

    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 44,591 shares
    Change vs previous 13F -146 shares

    0.1% of the 13F portfolio, value $6,498,763.

    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 44,737 shares
    Change vs previous 13F +787 shares

    0.11% of the 13F portfolio, value $6,310,160.

    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 43,950 shares
    Change vs previous 13F -1,414 shares

    0.14% of the 13F portfolio, value $6,138,434.

    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 45,364 shares
    Change vs previous 13F -1,051 shares

    0.15% of the 13F portfolio, value $5,994,398.

    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 46,415 shares
    Change vs previous 13F -392 shares

    0.19% of the 13F portfolio, value $5,846,869.

    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 46,807 shares
    Change vs previous 13F -152 shares

    0.18% of the 13F portfolio, value $6,053,994.

    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 46,959 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $6,210,275.

    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).