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Bleakley Financial Group, LLC: WEC position timeline

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

Bleakley Financial Group, LLC held 19,005 WEC 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 19,005 shares
    Change vs previous 13F +2,310 shares

    0.03% of the 13F portfolio, value $2,219,231.

    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 16,695 shares
    Change vs previous 13F +3,776 shares

    0.03% of the 13F portfolio, value $1,932,738.

    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 12,919 shares
    Change vs previous 13F -249 shares

    0.02% of the 13F portfolio, value $1,362,466.

    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 13,168 shares
    Change vs previous 13F +581 shares

    0.04% of the 13F portfolio, value $1,508,917.

    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 12,587 shares
    Change vs previous 13F +1,548 shares

    0.03% of the 13F portfolio, value $1,311,542.

    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 11,039 shares
    Change vs previous 13F +239 shares

    0.04% of the 13F portfolio, value $1,203,065.

    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 10,800 shares
    Change vs previous 13F +1,044 shares

    0.03% of the 13F portfolio, value $1,015,622.

    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 9,756 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $938,376.

    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).