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Bleakley Financial Group, LLC: SCHF position timeline

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

Bleakley Financial Group, LLC held 2,172,218 SCHF 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 2,172,218 shares
    Change vs previous 13F +126,919 shares

    0.77% of the 13F portfolio, value $60,170,434.

    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 2,045,299 shares
    Change vs previous 13F +804,863 shares

    0.79% of the 13F portfolio, value $50,621,160.

    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 1,240,436 shares
    Change vs previous 13F +382 shares

    0.52% of the 13F portfolio, value $29,820,088.

    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 1,240,054 shares
    Change vs previous 13F -8,742 shares

    0.67% of the 13F portfolio, value $28,868,450.

    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 1,248,796 shares
    Change vs previous 13F +1,082,577 shares

    0.7% of the 13F portfolio, value $27,598,399.

    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 166,219 shares
    Change vs previous 13F +49,450 shares

    0.11% of the 13F portfolio, value $3,287,805.

    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 116,769 shares
    Change vs previous 13F +53,509 shares

    0.07% of the 13F portfolio, value $2,160,221.

    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 63,260 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,601,267.

    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).