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Bleakley Financial Group, LLC: SPY position timeline

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

Bleakley Financial Group, LLC held 206,307 SPY 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 206,307 shares
    Change vs previous 13F +10,649 shares

    1.96% of the 13F portfolio, value $154,063,743.

    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 195,658 shares
    Change vs previous 13F +21,306 shares

    1.99% of the 13F portfolio, value $127,244,355.

    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 174,352 shares
    Change vs previous 13F +7,237 shares

    2.06% of the 13F portfolio, value $118,894,041.

    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 167,115 shares
    Change vs previous 13F -3,835 shares

    2.58% of the 13F portfolio, value $111,328,439.

    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 170,950 shares
    Change vs previous 13F +23,658 shares

    2.68% of the 13F portfolio, value $105,621,250.

    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 147,292 shares
    Change vs previous 13F +3,466 shares

    2.64% of the 13F portfolio, value $82,393,832.

    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 143,826 shares
    Change vs previous 13F -13,195 shares

    2.54% of the 13F portfolio, value $84,293,372.

    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 157,021 shares
    Change vs previous 13F not available

    2.75% of the 13F portfolio, value $90,092,425.

    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).