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Bleakley Financial Group, LLC: VOO position timeline

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

Bleakley Financial Group, LLC held 63,597 VOO 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 63,597 shares
    Change vs previous 13F +2,518 shares

    0.56% of the 13F portfolio, value $43,679,365.

    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 61,079 shares
    Change vs previous 13F +1,940 shares

    0.57% of the 13F portfolio, value $36,497,621.

    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 59,139 shares
    Change vs previous 13F +2,772 shares

    0.64% of the 13F portfolio, value $37,087,694.

    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 56,367 shares
    Change vs previous 13F -426 shares

    0.8% of the 13F portfolio, value $34,518,033.

    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 56,793 shares
    Change vs previous 13F +27,085 shares

    0.82% of the 13F portfolio, value $32,260,159.

    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 29,708 shares
    Change vs previous 13F -384 shares

    0.49% of the 13F portfolio, value $15,267,096.

    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 30,092 shares
    Change vs previous 13F -1,585 shares

    0.49% of the 13F portfolio, value $16,213,793.

    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 31,677 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $16,714,903.

    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).