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Bleakley Financial Group, LLC: URTH position timeline

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

Bleakley Financial Group, LLC held 52,848 URTH 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 52,848 shares
    Change vs previous 13F -2,420 shares

    0.14% of the 13F portfolio, value $10,709,089.

    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 55,268 shares
    Change vs previous 13F +2 shares

    0.16% of the 13F portfolio, value $9,949,307.

    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 55,266 shares
    Change vs previous 13F -1,987 shares

    0.18% of the 13F portfolio, value $10,266,761.

    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 57,253 shares
    Change vs previous 13F +1,809 shares

    0.24% of the 13F portfolio, value $10,394,806.

    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 55,444 shares
    Change vs previous 13F +2,180 shares

    0.24% of the 13F portfolio, value $9,391,059.

    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 53,264 shares
    Change vs previous 13F -923 shares

    0.26% of the 13F portfolio, value $8,159,037.

    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 54,187 shares
    Change vs previous 13F -274 shares

    0.25% of the 13F portfolio, value $8,426,056.

    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 54,461 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $8,545,529.

    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).