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Bleakley Financial Group, LLC: MA position timeline

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

Bleakley Financial Group, LLC held 26,984 MA 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 26,984 shares
    Change vs previous 13F +344 shares

    0.18% of the 13F portfolio, value $13,858,910.

    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 26,640 shares
    Change vs previous 13F -2,771 shares

    0.21% of the 13F portfolio, value $13,310,995.

    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 29,411 shares
    Change vs previous 13F +2,662 shares

    0.29% of the 13F portfolio, value $16,790,078.

    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 26,749 shares
    Change vs previous 13F -102 shares

    0.35% of the 13F portfolio, value $15,215,033.

    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 26,851 shares
    Change vs previous 13F +419 shares

    0.38% of the 13F portfolio, value $15,088,444.

    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 26,432 shares
    Change vs previous 13F +1,897 shares

    0.47% of the 13F portfolio, value $14,488,104.

    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 24,535 shares
    Change vs previous 13F +107 shares

    0.39% of the 13F portfolio, value $12,919,329.

    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 24,428 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $12,062,773.

    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).