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Bleakley Financial Group, LLC: VGSH position timeline

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

Bleakley Financial Group, LLC held 592,890 VGSH 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 592,890 shares
    Change vs previous 13F +29,885 shares

    0.44% of the 13F portfolio, value $34,506,218.

    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 563,005 shares
    Change vs previous 13F +39,236 shares

    0.52% of the 13F portfolio, value $32,958,306.

    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 523,769 shares
    Change vs previous 13F +5,748 shares

    0.53% of the 13F portfolio, value $30,760,967.

    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 518,021 shares
    Change vs previous 13F +17,018 shares

    0.71% of the 13F portfolio, value $30,485,524.

    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 501,003 shares
    Change vs previous 13F +45,164 shares

    0.75% of the 13F portfolio, value $29,448,972.

    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 455,839 shares
    Change vs previous 13F +31,006 shares

    0.86% of the 13F portfolio, value $26,753,175.

    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 424,833 shares
    Change vs previous 13F -1,662 shares

    0.74% of the 13F portfolio, value $24,716,761.

    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 426,495 shares
    Change vs previous 13F not available

    0.77% of the 13F portfolio, value $25,171,756.

    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).