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Bleakley Financial Group, LLC: NCNO position timeline

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

Bleakley Financial Group, LLC held 74,621 NCNO 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 74,621 shares
    Change vs previous 13F +44,096 shares

    0.02% of the 13F portfolio, value $1,220,053.

    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 30,525 shares
    Change vs previous 13F +2,054 shares

    0.01% of the 13F portfolio, value $457,265.

    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 28,471 shares
    Change vs previous 13F -46,142 shares

    0.01% of the 13F portfolio, value $729,996.

    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 74,613 shares
    Change vs previous 13F -43 shares

    0.05% of the 13F portfolio, value $2,022,758.

    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 74,656 shares
    Change vs previous 13F -178 shares

    0.05% of the 13F portfolio, value $2,088,128.

    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 74,834 shares
    Change vs previous 13F -27 shares

    0.07% of the 13F portfolio, value $2,055,690.

    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 74,861 shares
    Change vs previous 13F -11 shares

    0.08% of the 13F portfolio, value $2,513,832.

    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 74,872 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $2,365,206.

    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).