Skip to content
Disclosery

Bleakley Financial Group, LLC: PWP position timeline

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

Bleakley Financial Group, LLC held 20,268 PWP 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 20,268 shares
    Change vs previous 13F -598 shares

    <0.01% of the 13F portfolio, value $323,480.

    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 20,866 shares
    Change vs previous 13F -1,176 shares

    0.01% of the 13F portfolio, value $378,929.

    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 22,042 shares
    Change vs previous 13F +269 shares

    0.01% of the 13F portfolio, value $381,329.

    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 21,773 shares
    Change vs previous 13F +230 shares

    0.01% of the 13F portfolio, value $464,204.

    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 21,543 shares
    Change vs previous 13F +110 shares

    0.01% of the 13F portfolio, value $418,368.

    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 21,433 shares
    Change vs previous 13F -708 shares

    0.01% of the 13F portfolio, value $394,370.

    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 22,141 shares
    Change vs previous 13F +306 shares

    0.02% of the 13F portfolio, value $527,845.

    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 21,835 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $421,635.

    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).