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Bleakley Financial Group, LLC: VSS position timeline

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

Bleakley Financial Group, LLC held 55,139 VSS 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 55,139 shares
    Change vs previous 13F +22,504 shares

    0.11% of the 13F portfolio, value $8,507,452.

    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 32,635 shares
    Change vs previous 13F +420 shares

    0.07% of the 13F portfolio, value $4,757,925.

    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 32,215 shares
    Change vs previous 13F +1,167 shares

    0.08% of the 13F portfolio, value $4,617,443.

    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 31,048 shares
    Change vs previous 13F -762 shares

    0.1% of the 13F portfolio, value $4,425,838.

    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 31,810 shares
    Change vs previous 13F +10,052 shares

    0.11% of the 13F portfolio, value $4,274,895.

    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 21,758 shares
    Change vs previous 13F -4,141 shares

    0.08% of the 13F portfolio, value $2,515,181.

    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 25,899 shares
    Change vs previous 13F -219 shares

    0.09% of the 13F portfolio, value $2,964,894.

    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 26,118 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $3,289,798.

    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).