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Bleakley Financial Group, LLC: MUNI position timeline

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

Bleakley Financial Group, LLC held 146,940 MUNI 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 146,940 shares
    Change vs previous 13F +3,415 shares

    0.1% of the 13F portfolio, value $7,729,041.

    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 143,525 shares
    Change vs previous 13F +2,969 shares

    0.12% of the 13F portfolio, value $7,490,566.

    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 140,556 shares
    Change vs previous 13F +2,773 shares

    0.13% of the 13F portfolio, value $7,366,536.

    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 137,783 shares
    Change vs previous 13F +74,548 shares

    0.17% of the 13F portfolio, value $7,203,288.

    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 63,235 shares
    Change vs previous 13F -1,575 shares

    0.08% of the 13F portfolio, value $3,247,743.

    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 64,810 shares
    Change vs previous 13F -123,033 shares

    0.11% of the 13F portfolio, value $3,340,977.

    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 187,843 shares
    Change vs previous 13F +134,527 shares

    0.29% of the 13F portfolio, value $9,717,121.

    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 53,316 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $2,824,680.

    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).