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Bleakley Financial Group, LLC: VTEB position timeline

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

Bleakley Financial Group, LLC held 1,372,365 VTEB 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 1,372,365 shares
    Change vs previous 13F +57,608 shares

    0.88% of the 13F portfolio, value $69,414,204.

    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 1,314,757 shares
    Change vs previous 13F +147,129 shares

    1.03% of the 13F portfolio, value $65,593,249.

    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 1,167,628 shares
    Change vs previous 13F +65,163 shares

    1.02% of the 13F portfolio, value $58,720,024.

    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 1,102,465 shares
    Change vs previous 13F -55,342 shares

    1.28% of the 13F portfolio, value $55,200,420.

    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 1,157,807 shares
    Change vs previous 13F -308,293 shares

    1.44% of the 13F portfolio, value $56,767,268.

    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 1,466,100 shares
    Change vs previous 13F +90,600 shares

    2.34% of the 13F portfolio, value $72,747,874.

    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 1,375,500 shares
    Change vs previous 13F -69,844 shares

    2.08% of the 13F portfolio, value $68,953,838.

    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 1,445,344 shares
    Change vs previous 13F not available

    2.25% of the 13F portfolio, value $73,885,979.

    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).