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Bleakley Financial Group, LLC: XLE position timeline

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

Bleakley Financial Group, LLC held 111,775 XLE 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 111,775 shares
    Change vs previous 13F -558 shares

    0.08% of the 13F portfolio, value $5,936,395.

    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 112,333 shares
    Change vs previous 13F +3,333 shares

    0.11% of the 13F portfolio, value $6,881,545.

    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 109,000 shares
    Change vs previous 13F +58,009 shares

    0.08% of the 13F portfolio, value $4,873,407.

    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 50,991 shares
    Change vs previous 13F -491 shares

    0.11% of the 13F portfolio, value $4,555,531.

    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 51,482 shares
    Change vs previous 13F -1,088 shares

    0.11% of the 13F portfolio, value $4,366,182.

    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 52,570 shares
    Change vs previous 13F +2,461 shares

    0.16% of the 13F portfolio, value $4,912,652.

    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 50,109 shares
    Change vs previous 13F +676 shares

    0.13% of the 13F portfolio, value $4,292,336.

    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 49,433 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $4,340,217.

    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).