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Bleakley Financial Group, LLC: NE position timeline

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

Bleakley Financial Group, LLC held 132,671 NE 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 132,671 shares
    Change vs previous 13F +29,024 shares

    0.06% of the 13F portfolio, value $4,948,631.

    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 103,647 shares
    Change vs previous 13F +21,163 shares

    0.08% of the 13F portfolio, value $5,085,971.

    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 82,484 shares
    Change vs previous 13F +21,798 shares

    0.04% of the 13F portfolio, value $2,329,343.

    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 60,686 shares
    Change vs previous 13F +17,411 shares

    0.04% of the 13F portfolio, value $1,716,189.

    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 43,275 shares
    Change vs previous 13F +25,566 shares

    0.03% of the 13F portfolio, value $1,148,951.

    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 17,709 shares
    Change vs previous 13F +6,934 shares

    0.01% of the 13F portfolio, value $419,703.

    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 10,775 shares
    Change vs previous 13F -886 shares

    0.01% of the 13F portfolio, value $338,335.

    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 11,661 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $421,429.

    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).