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Bleakley Financial Group, LLC: IYW position timeline

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

Bleakley Financial Group, LLC held 45,878 IYW 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 45,878 shares
    Change vs previous 13F -788 shares

    0.15% of the 13F portfolio, value $11,571,899.

    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 46,666 shares
    Change vs previous 13F -1,450 shares

    0.13% of the 13F portfolio, value $8,466,188.

    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 48,116 shares
    Change vs previous 13F -737 shares

    0.17% of the 13F portfolio, value $9,607,846.

    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 48,853 shares
    Change vs previous 13F +1,412 shares

    0.22% of the 13F portfolio, value $9,568,376.

    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 47,441 shares
    Change vs previous 13F +599 shares

    0.21% of the 13F portfolio, value $8,220,164.

    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 46,842 shares
    Change vs previous 13F -5,385 shares

    0.21% of the 13F portfolio, value $6,578,520.

    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 52,227 shares
    Change vs previous 13F -418 shares

    0.25% of the 13F portfolio, value $8,331,194.

    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 52,645 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $7,982,045.

    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).