Skip to content
Disclosery

Bleakley Financial Group, LLC: PFS position timeline

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

Bleakley Financial Group, LLC held 20,365 PFS 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 20,365 shares
    Change vs previous 13F +583 shares

    0.01% of the 13F portfolio, value $481,430.

    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 19,782 shares
    Change vs previous 13F +652 shares

    0.01% of the 13F portfolio, value $418,587.

    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 19,130 shares
    Change vs previous 13F +2,636 shares

    0.01% of the 13F portfolio, value $377,818.

    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 16,494 shares
    Change vs previous 13F +166 shares

    0.01% of the 13F portfolio, value $318,004.

    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 16,328 shares
    Change vs previous 13F +1,179 shares

    0.01% of the 13F portfolio, value $286,230.

    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 15,149 shares
    Change vs previous 13F +50 shares

    0.01% of the 13F portfolio, value $260,115.

    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 15,099 shares
    Change vs previous 13F +14 shares

    0.01% of the 13F portfolio, value $284,919.

    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 15,085 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $279,975.

    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).