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Bleakley Financial Group, LLC: PFLD position timeline

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

Bleakley Financial Group, LLC held 56,717 PFLD 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 56,717 shares
    Change vs previous 13F +11,187 shares

    0.01% of the 13F portfolio, value $1,108,816.

    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 45,530 shares
    Change vs previous 13F -220 shares

    0.01% of the 13F portfolio, value $881,461.

    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 45,750 shares
    Change vs previous 13F -79,721 shares

    0.02% of the 13F portfolio, value $895,099.

    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 125,471 shares
    Change vs previous 13F +3,073 shares

    0.06% of the 13F portfolio, value $2,471,769.

    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 122,398 shares
    Change vs previous 13F +18,464 shares

    0.06% of the 13F portfolio, value $2,400,226.

    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 103,934 shares
    Change vs previous 13F +72,943 shares

    0.07% of the 13F portfolio, value $2,099,459.

    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 30,991 shares
    Change vs previous 13F +1,085 shares

    0.02% of the 13F portfolio, value $637,175.

    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 29,906 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $633,409.

    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).