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Disclosery

Bleakley Financial Group, LLC: SAN position timeline

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

Bleakley Financial Group, LLC held 213,651 SAN 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 213,651 shares
    Change vs previous 13F +20,591 shares

    0.04% of the 13F portfolio, value $2,948,384.

    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 193,060 shares
    Change vs previous 13F +9,536 shares

    0.03% of the 13F portfolio, value $2,177,714.

    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 183,524 shares
    Change vs previous 13F +113,361 shares

    0.04% of the 13F portfolio, value $2,152,737.

    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 70,163 shares
    Change vs previous 13F +13,823 shares

    0.02% of the 13F portfolio, value $735,306.

    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 56,340 shares
    Change vs previous 13F +9,330 shares

    0.01% of the 13F portfolio, value $467,620.

    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 47,010 shares
    Change vs previous 13F +9,365 shares

    0.01% of the 13F portfolio, value $314,966.

    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 37,645 shares
    Change vs previous 13F -627 shares

    0.01% of the 13F portfolio, value $171,660.

    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 38,272 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $195,187.

    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).