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Bleakley Financial Group, LLC: VLUE position timeline

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

Bleakley Financial Group, LLC held 57,879 VLUE 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 57,879 shares
    Change vs previous 13F -17,352 shares

    0.15% of the 13F portfolio, value $11,564,757.

    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 75,231 shares
    Change vs previous 13F +59,172 shares

    0.17% of the 13F portfolio, value $10,697,103.

    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 16,059 shares
    Change vs previous 13F +390 shares

    0.04% of the 13F portfolio, value $2,195,696.

    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 15,669 shares
    Change vs previous 13F -1,215 shares

    0.05% of the 13F portfolio, value $1,959,424.

    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 16,884 shares
    Change vs previous 13F -915 shares

    0.05% of the 13F portfolio, value $1,911,383.

    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 17,799 shares
    Change vs previous 13F +2,027 shares

    0.06% of the 13F portfolio, value $1,898,305.

    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 15,772 shares
    Change vs previous 13F -355 shares

    0.05% of the 13F portfolio, value $1,665,655.

    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 16,127 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,758,466.

    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).