Skip to content
Disclosery

Bleakley Financial Group, LLC: SCHA position timeline

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

Bleakley Financial Group, LLC held 283,871 SCHA 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 283,871 shares
    Change vs previous 13F -9,748 shares

    0.13% of the 13F portfolio, value $10,256,268.

    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 293,619 shares
    Change vs previous 13F -2,707 shares

    0.13% of the 13F portfolio, value $8,538,447.

    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 296,326 shares
    Change vs previous 13F +19,118 shares

    0.15% of the 13F portfolio, value $8,439,374.

    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 277,208 shares
    Change vs previous 13F +5,162 shares

    0.18% of the 13F portfolio, value $7,734,106.

    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 272,046 shares
    Change vs previous 13F +22,837 shares

    0.17% of the 13F portfolio, value $6,882,763.

    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 249,209 shares
    Change vs previous 13F +5,143 shares

    0.19% of the 13F portfolio, value $5,838,963.

    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 244,066 shares
    Change vs previous 13F +107,405 shares

    0.19% of the 13F portfolio, value $6,311,542.

    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 136,661 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $7,038,061.

    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).