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Bleakley Financial Group, LLC: VTV position timeline

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

Bleakley Financial Group, LLC held 580,029 VTV 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 580,029 shares
    Change vs previous 13F +997 shares

    1.61% of the 13F portfolio, value $126,405,754.

    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 579,032 shares
    Change vs previous 13F +12,108 shares

    1.78% of the 13F portfolio, value $113,606,043.

    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 566,924 shares
    Change vs previous 13F +16,070 shares

    1.88% of the 13F portfolio, value $108,276,835.

    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 550,854 shares
    Change vs previous 13F +3,459 shares

    2.38% of the 13F portfolio, value $102,728,669.

    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 547,395 shares
    Change vs previous 13F +20,904 shares

    2.46% of the 13F portfolio, value $96,746,634.

    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 526,491 shares
    Change vs previous 13F -950 shares

    2.92% of the 13F portfolio, value $90,946,116.

    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 527,441 shares
    Change vs previous 13F -18,021 shares

    2.69% of the 13F portfolio, value $89,295,793.

    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 545,462 shares
    Change vs previous 13F not available

    2.9% of the 13F portfolio, value $95,221,331.

    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).