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Bleakley Financial Group, LLC: STIP position timeline

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

Bleakley Financial Group, LLC held 61,775 STIP 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 61,775 shares
    Change vs previous 13F -876 shares

    0.08% of the 13F portfolio, value $6,310,974.

    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 62,651 shares
    Change vs previous 13F -1,452 shares

    0.1% of the 13F portfolio, value $6,480,009.

    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 64,103 shares
    Change vs previous 13F -822 shares

    0.11% of the 13F portfolio, value $6,563,522.

    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 64,925 shares
    Change vs previous 13F -483 shares

    0.16% of the 13F portfolio, value $6,710,683.

    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 65,408 shares
    Change vs previous 13F -274 shares

    0.17% of the 13F portfolio, value $6,731,102.

    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 65,682 shares
    Change vs previous 13F +794 shares

    0.22% of the 13F portfolio, value $6,796,069.

    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 64,888 shares
    Change vs previous 13F -2,598 shares

    0.2% of the 13F portfolio, value $6,527,703.

    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 67,486 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $6,837,660.

    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).