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Bleakley Financial Group, LLC: VIG position timeline

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

Bleakley Financial Group, LLC held 54,359 VIG 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 54,359 shares
    Change vs previous 13F +18,822 shares

    0.16% of the 13F portfolio, value $12,862,420.

    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 35,537 shares
    Change vs previous 13F -1,340 shares

    0.12% of the 13F portfolio, value $7,642,542.

    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 36,877 shares
    Change vs previous 13F +2,700 shares

    0.14% of the 13F portfolio, value $8,104,777.

    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 34,177 shares
    Change vs previous 13F +1,299 shares

    0.17% of the 13F portfolio, value $7,375,011.

    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 32,878 shares
    Change vs previous 13F +21,303 shares

    0.17% of the 13F portfolio, value $6,729,198.

    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 11,575 shares
    Change vs previous 13F +860 shares

    0.07% of the 13F portfolio, value $2,245,489.

    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 10,715 shares
    Change vs previous 13F -73 shares

    0.06% of the 13F portfolio, value $2,098,262.

    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 10,788 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $2,136,666.

    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).