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Disclosery

Bleakley Financial Group, LLC: VO position timeline

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

Bleakley Financial Group, LLC held 1,927,108 VO 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 1,927,108 shares
    Change vs previous 13F +1,454,404 shares

    1.98% of the 13F portfolio, value $155,267,066.

    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 472,704 shares
    Change vs previous 13F +40,073 shares

    2.12% of the 13F portfolio, value $135,751,131.

    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 432,631 shares
    Change vs previous 13F +33,300 shares

    2.18% of the 13F portfolio, value $125,558,237.

    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 399,331 shares
    Change vs previous 13F -1,371 shares

    2.72% of the 13F portfolio, value $117,299,531.

    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 400,702 shares
    Change vs previous 13F +61,290 shares

    2.85% of the 13F portfolio, value $112,128,529.

    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 339,412 shares
    Change vs previous 13F +15,610 shares

    2.82% of the 13F portfolio, value $87,778,773.

    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 323,802 shares
    Change vs previous 13F -45,052 shares

    2.57% of the 13F portfolio, value $85,525,876.

    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 368,854 shares
    Change vs previous 13F not available

    2.97% of the 13F portfolio, value $97,314,686.

    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).