Skip to content
Disclosery

Bleakley Financial Group, LLC: PEP position timeline

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

Bleakley Financial Group, LLC held 51,789 PEP 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 51,789 shares
    Change vs previous 13F +7,414 shares

    0.09% of the 13F portfolio, value $7,012,240.

    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 44,375 shares
    Change vs previous 13F +3,072 shares

    0.11% of the 13F portfolio, value $6,891,064.

    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 41,303 shares
    Change vs previous 13F +1,885 shares

    0.1% of the 13F portfolio, value $5,927,857.

    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 39,418 shares
    Change vs previous 13F +2,564 shares

    0.13% of the 13F portfolio, value $5,535,795.

    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 36,854 shares
    Change vs previous 13F -2,390 shares

    0.12% of the 13F portfolio, value $4,866,142.

    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 39,244 shares
    Change vs previous 13F +4,973 shares

    0.19% of the 13F portfolio, value $5,884,247.

    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 34,271 shares
    Change vs previous 13F -4,845 shares

    0.16% of the 13F portfolio, value $5,211,282.

    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 39,116 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $6,651,601.

    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).