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Bleakley Financial Group, LLC: SHOP position timeline

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

Bleakley Financial Group, LLC held 27,669 SHOP 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 27,669 shares
    Change vs previous 13F +924 shares

    0.04% of the 13F portfolio, value $3,159,230.

    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 26,745 shares
    Change vs previous 13F +6 shares

    0.05% of the 13F portfolio, value $3,172,492.

    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 26,739 shares
    Change vs previous 13F -401 shares

    0.07% of the 13F portfolio, value $4,304,124.

    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 27,140 shares
    Change vs previous 13F -1,164 shares

    0.09% of the 13F portfolio, value $4,033,275.

    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 28,304 shares
    Change vs previous 13F +12,724 shares

    0.08% of the 13F portfolio, value $3,264,866.

    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 15,580 shares
    Change vs previous 13F -2,431 shares

    0.05% of the 13F portfolio, value $1,487,523.

    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 18,011 shares
    Change vs previous 13F +898 shares

    0.06% of the 13F portfolio, value $1,915,099.

    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 17,113 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,371,436.

    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).