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Bleakley Financial Group, LLC: SGOV position timeline

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

Bleakley Financial Group, LLC held 572,295 SGOV 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 572,295 shares
    Change vs previous 13F -9,850 shares

    0.73% of the 13F portfolio, value $57,612,900.

    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 582,145 shares
    Change vs previous 13F +21,414 shares

    0.92% of the 13F portfolio, value $58,598,699.

    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 560,731 shares
    Change vs previous 13F +59,779 shares

    0.98% of the 13F portfolio, value $56,286,221.

    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 500,952 shares
    Change vs previous 13F +63,112 shares

    1.17% of the 13F portfolio, value $50,445,893.

    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 437,840 shares
    Change vs previous 13F -152,245 shares

    1.12% of the 13F portfolio, value $44,086,133.

    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 590,085 shares
    Change vs previous 13F +23,185 shares

    1.91% of the 13F portfolio, value $59,403,816.

    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 566,900 shares
    Change vs previous 13F -1,546 shares

    1.71% of the 13F portfolio, value $56,871,369.

    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 568,446 shares
    Change vs previous 13F not available

    1.75% of the 13F portfolio, value $57,253,903.

    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).