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Bleakley Financial Group, LLC: VT position timeline

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

Bleakley Financial Group, LLC held 472,232 VT 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 472,232 shares
    Change vs previous 13F -15,259 shares

    0.94% of the 13F portfolio, value $74,116,861.

    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 487,491 shares
    Change vs previous 13F -15,692 shares

    1.05% of the 13F portfolio, value $67,429,792.

    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 503,183 shares
    Change vs previous 13F +30,163 shares

    1.23% of the 13F portfolio, value $70,979,046.

    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 473,020 shares
    Change vs previous 13F +2,368 shares

    1.51% of the 13F portfolio, value $65,182,114.

    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 470,652 shares
    Change vs previous 13F +6,518 shares

    1.54% of the 13F portfolio, value $60,488,162.

    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 464,134 shares
    Change vs previous 13F +6,255 shares

    1.73% of the 13F portfolio, value $53,816,283.

    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 457,879 shares
    Change vs previous 13F -20,373 shares

    1.62% of the 13F portfolio, value $53,791,677.

    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 478,252 shares
    Change vs previous 13F not available

    1.74% of the 13F portfolio, value $57,246,815.

    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).