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Bleakley Financial Group, LLC: PM position timeline

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

Bleakley Financial Group, LLC held 107,561 PM 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 107,561 shares
    Change vs previous 13F +8,758 shares

    0.25% of the 13F portfolio, value $19,458,928.

    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 98,803 shares
    Change vs previous 13F -12,350 shares

    0.26% of the 13F portfolio, value $16,336,051.

    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 111,153 shares
    Change vs previous 13F +4,209 shares

    0.31% of the 13F portfolio, value $17,828,962.

    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 106,944 shares
    Change vs previous 13F -10,929 shares

    0.4% of the 13F portfolio, value $17,346,351.

    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 117,873 shares
    Change vs previous 13F +19,016 shares

    0.55% of the 13F portfolio, value $21,468,139.

    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 98,857 shares
    Change vs previous 13F +3,872 shares

    0.5% of the 13F portfolio, value $15,691,585.

    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 94,985 shares
    Change vs previous 13F +4,510 shares

    0.34% of the 13F portfolio, value $11,431,391.

    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 90,475 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $10,983,673.

    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).