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Bleakley Financial Group, LLC: PHYS position timeline

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

Bleakley Financial Group, LLC held 2,234,144 PHYS 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 2,234,144 shares
    Change vs previous 13F +14,328 shares

    0.86% of the 13F portfolio, value $67,404,115.

    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 2,219,816 shares
    Change vs previous 13F -61,431 shares

    1.23% of the 13F portfolio, value $78,670,268.

    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 2,281,247 shares
    Change vs previous 13F -87,743 shares

    1.31% of the 13F portfolio, value $75,326,766.

    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 2,368,990 shares
    Change vs previous 13F -150,051 shares

    1.63% of the 13F portfolio, value $70,169,475.

    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 2,519,041 shares
    Change vs previous 13F -253,333 shares

    1.62% of the 13F portfolio, value $63,857,677.

    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 2,772,374 shares
    Change vs previous 13F -120,311 shares

    2.14% of the 13F portfolio, value $66,703,318.

    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 2,892,685 shares
    Change vs previous 13F -94,771 shares

    1.75% of the 13F portfolio, value $58,258,676.

    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 2,987,456 shares
    Change vs previous 13F not available

    1.86% of the 13F portfolio, value $60,884,353.

    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).