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Bleakley Financial Group, LLC: KWEB position timeline

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

Bleakley Financial Group, LLC held 293,232 KWEB 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 293,232 shares
    Change vs previous 13F -41,877 shares

    0.09% of the 13F portfolio, value $7,175,386.

    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 335,109 shares
    Change vs previous 13F +5,591 shares

    0.15% of the 13F portfolio, value $9,527,136.

    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 329,518 shares
    Change vs previous 13F +10,134 shares

    0.19% of the 13F portfolio, value $11,220,073.

    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 319,384 shares
    Change vs previous 13F -5,039 shares

    0.31% of the 13F portfolio, value $13,417,322.

    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 324,423 shares
    Change vs previous 13F -5,855 shares

    0.28% of the 13F portfolio, value $11,137,457.

    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 330,278 shares
    Change vs previous 13F -4,944 shares

    0.37% of the 13F portfolio, value $11,530,015.

    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 335,222 shares
    Change vs previous 13F -25,885 shares

    0.3% of the 13F portfolio, value $9,801,901.

    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 361,107 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $12,284,873.

    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).