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Bleakley Financial Group, LLC: SHY position timeline

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

Bleakley Financial Group, LLC held 870,227 SHY 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 870,227 shares
    Change vs previous 13F -13,171 shares

    0.91% of the 13F portfolio, value $71,454,324.

    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 883,398 shares
    Change vs previous 13F -9,291 shares

    1.14% of the 13F portfolio, value $72,942,152.

    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 892,689 shares
    Change vs previous 13F +155,812 shares

    1.28% of the 13F portfolio, value $73,932,487.

    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 736,877 shares
    Change vs previous 13F -14,508 shares

    1.42% of the 13F portfolio, value $61,131,280.

    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 751,385 shares
    Change vs previous 13F +210,463 shares

    1.58% of the 13F portfolio, value $62,259,737.

    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 540,922 shares
    Change vs previous 13F -7,233 shares

    1.44% of the 13F portfolio, value $44,750,487.

    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 548,155 shares
    Change vs previous 13F -18,105 shares

    1.35% of the 13F portfolio, value $44,937,756.

    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 566,260 shares
    Change vs previous 13F not available

    1.44% of the 13F portfolio, value $47,084,520.

    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).