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Bleakley Financial Group, LLC: PPLI position timeline

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

Bleakley Financial Group, LLC held 34,957 PPLI 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 34,957 shares
    Change vs previous 13F +365 shares

    0.02% of the 13F portfolio, value $1,613,615.

    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 34,592 shares
    Change vs previous 13F +404 shares

    0.02% of the 13F portfolio, value $1,384,718.

    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 34,188 shares
    Change vs previous 13F +742 shares

    0.02% of the 13F portfolio, value $1,336,751.

    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 33,446 shares
    Change vs previous 13F -396 shares

    0.03% of the 13F portfolio, value $1,139,505.

    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 33,842 shares
    Change vs previous 13F +745 shares

    0.03% of the 13F portfolio, value $1,263,660.

    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 33,097 shares
    Change vs previous 13F +324 shares

    0.05% of the 13F portfolio, value $1,520,476.

    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 32,773 shares
    Change vs previous 13F -309 shares

    0.04% of the 13F portfolio, value $1,413,827.

    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 33,082 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,780,473.

    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).