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Bleakley Financial Group, LLC: RTO position timeline

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

Bleakley Financial Group, LLC held 99,852 RTO 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 99,852 shares
    Change vs previous 13F +21,203 shares

    0.04% of the 13F portfolio, value $2,856,771.

    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 78,649 shares
    Change vs previous 13F +17,258 shares

    0.04% of the 13F portfolio, value $2,475,871.

    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 61,391 shares
    Change vs previous 13F +16,553 shares

    0.03% of the 13F portfolio, value $1,808,579.

    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 44,838 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,132,160.

    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).