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Bleakley Financial Group, LLC: PSLV position timeline

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

Bleakley Financial Group, LLC held 383,541 PSLV 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 383,541 shares
    Change vs previous 13F -105,065 shares

    0.09% of the 13F portfolio, value $7,237,419.

    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 488,606 shares
    Change vs previous 13F +196,149 shares

    0.19% of the 13F portfolio, value $11,917,100.

    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 292,457 shares
    Change vs previous 13F -5,077 shares

    0.12% of the 13F portfolio, value $6,916,608.

    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 297,534 shares
    Change vs previous 13F -1,724 shares

    0.11% of the 13F portfolio, value $4,671,284.

    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 299,258 shares
    Change vs previous 13F +910 shares

    0.09% of the 13F portfolio, value $3,662,918.

    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 298,348 shares
    Change vs previous 13F -2,851 shares

    0.11% of the 13F portfolio, value $3,460,837.

    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 301,199 shares
    Change vs previous 13F +15,790 shares

    0.09% of the 13F portfolio, value $2,906,570.

    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 285,409 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $2,982,524.

    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).