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Bleakley Financial Group, LLC: SMG position timeline

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

Bleakley Financial Group, LLC held 47,645 SMG 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 47,645 shares
    Change vs previous 13F +9,360 shares

    0.04% of the 13F portfolio, value $3,245,075.

    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 38,285 shares
    Change vs previous 13F +11,421 shares

    0.04% of the 13F portfolio, value $2,328,119.

    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 26,864 shares
    Change vs previous 13F +5,494 shares

    0.03% of the 13F portfolio, value $1,567,503.

    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 21,370 shares
    Change vs previous 13F +3,411 shares

    0.03% of the 13F portfolio, value $1,217,004.

    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 17,959 shares
    Change vs previous 13F -1,001 shares

    0.03% of the 13F portfolio, value $1,184,569.

    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 18,960 shares
    Change vs previous 13F +2,531 shares

    0.03% of the 13F portfolio, value $1,040,734.

    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 16,429 shares
    Change vs previous 13F +337 shares

    0.03% of the 13F portfolio, value $1,089,891.

    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 16,092 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,395,210.

    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).