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Bleakley Financial Group, LLC: SCHV position timeline

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

Bleakley Financial Group, LLC held 93,217 SCHV 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 93,217 shares
    Change vs previous 13F -470 shares

    0.04% of the 13F portfolio, value $3,244,890.

    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 93,687 shares
    Change vs previous 13F +24,363 shares

    0.04% of the 13F portfolio, value $2,857,441.

    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 69,324 shares
    Change vs previous 13F +1,433 shares

    0.04% of the 13F portfolio, value $2,052,684.

    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 67,891 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $1,976,307.

    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 67,891 shares
    Change vs previous 13F -5,857 shares

    0.05% of the 13F portfolio, value $1,878,544.

    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 73,748 shares
    Change vs previous 13F -2,081 shares

    0.06% of the 13F portfolio, value $1,960,218.

    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 75,829 shares
    Change vs previous 13F +51,251 shares

    0.06% of the 13F portfolio, value $1,976,871.

    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 24,578 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,975,334.

    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).