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Bleakley Financial Group, LLC: PEG position timeline

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

Bleakley Financial Group, LLC held 66,546 PEG 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 66,546 shares
    Change vs previous 13F +3,852 shares

    0.07% of the 13F portfolio, value $5,400,881.

    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 62,694 shares
    Change vs previous 13F -950 shares

    0.08% of the 13F portfolio, value $5,075,079.

    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 63,644 shares
    Change vs previous 13F +395 shares

    0.09% of the 13F portfolio, value $5,110,630.

    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 63,249 shares
    Change vs previous 13F +1,086 shares

    0.12% of the 13F portfolio, value $5,278,721.

    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 62,163 shares
    Change vs previous 13F +1,438 shares

    0.13% of the 13F portfolio, value $5,232,854.

    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 60,725 shares
    Change vs previous 13F -32 shares

    0.16% of the 13F portfolio, value $4,997,663.

    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 60,757 shares
    Change vs previous 13F -408 shares

    0.15% of the 13F portfolio, value $5,133,386.

    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 61,165 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $5,456,513.

    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).