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Bleakley Financial Group, LLC: VTIP position timeline

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

Bleakley Financial Group, LLC held 1,209,758 VTIP 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 1,209,758 shares
    Change vs previous 13F +161,309 shares

    0.77% of the 13F portfolio, value $60,766,129.

    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 1,048,449 shares
    Change vs previous 13F +128,447 shares

    0.82% of the 13F portfolio, value $52,370,051.

    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 920,002 shares
    Change vs previous 13F +54,500 shares

    0.79% of the 13F portfolio, value $45,503,298.

    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 865,502 shares
    Change vs previous 13F +65,358 shares

    1.02% of the 13F portfolio, value $43,820,365.

    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 800,144 shares
    Change vs previous 13F +16,332 shares

    1.02% of the 13F portfolio, value $40,223,257.

    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 783,812 shares
    Change vs previous 13F +32,424 shares

    1.26% of the 13F portfolio, value $39,112,241.

    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 751,388 shares
    Change vs previous 13F -3,611 shares

    1.1% of the 13F portfolio, value $36,382,218.

    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 754,999 shares
    Change vs previous 13F not available

    1.13% of the 13F portfolio, value $37,229,017.

    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).