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Bleakley Financial Group, LLC: SPYM position timeline

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

Bleakley Financial Group, LLC held 27,184 SPYM 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 27,184 shares
    Change vs previous 13F -2,237 shares

    0.03% of the 13F portfolio, value $2,388,932.

    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 29,421 shares
    Change vs previous 13F +3,861 shares

    0.04% of the 13F portfolio, value $2,251,881.

    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 25,560 shares
    Change vs previous 13F +178 shares

    0.04% of the 13F portfolio, value $2,050,454.

    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 25,382 shares
    Change vs previous 13F +5,385 shares

    0.05% of the 13F portfolio, value $1,988,456.

    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 19,997 shares
    Change vs previous 13F +2,023 shares

    0.04% of the 13F portfolio, value $1,453,550.

    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 17,974 shares
    Change vs previous 13F -1,351 shares

    0.04% of the 13F portfolio, value $1,181,941.

    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 19,325 shares
    Change vs previous 13F +656 shares

    0.04% of the 13F portfolio, value $1,332,235.

    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 18,669 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,260,315.

    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).