Skip to content
Disclosery

Bleakley Financial Group, LLC: SOC position timeline

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

Bleakley Financial Group, LLC held 108,157 SOC 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 108,157 shares
    Change vs previous 13F +45,911 shares

    <0.01% of the 13F portfolio, value $333,124.

    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 62,246 shares
    Change vs previous 13F -1,804 shares

    0.02% of the 13F portfolio, value $1,028,304.

    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 64,050 shares
    Change vs previous 13F +13,101 shares

    0.01% of the 13F portfolio, value $577,731.

    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 50,949 shares
    Change vs previous 13F +2,167 shares

    0.02% of the 13F portfolio, value $889,570.

    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 48,782 shares
    Change vs previous 13F -17,598 shares

    0.03% of the 13F portfolio, value $1,072,228.

    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 66,380 shares
    Change vs previous 13F -1,836 shares

    0.05% of the 13F portfolio, value $1,684,061.

    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 68,216 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,562,146.

    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).