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Bleakley Financial Group, LLC: XLV position timeline

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

Bleakley Financial Group, LLC held 32,169 XLV 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 32,169 shares
    Change vs previous 13F -1,762 shares

    0.07% of the 13F portfolio, value $5,103,955.

    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 33,931 shares
    Change vs previous 13F +1,170 shares

    0.08% of the 13F portfolio, value $4,974,579.

    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 32,761 shares
    Change vs previous 13F +415 shares

    0.09% of the 13F portfolio, value $5,071,368.

    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 32,346 shares
    Change vs previous 13F +621 shares

    0.1% of the 13F portfolio, value $4,501,638.

    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 31,725 shares
    Change vs previous 13F +1,981 shares

    0.11% of the 13F portfolio, value $4,276,223.

    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 29,744 shares
    Change vs previous 13F +2,739 shares

    0.14% of the 13F portfolio, value $4,342,908.

    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 27,005 shares
    Change vs previous 13F -2,165 shares

    0.11% of the 13F portfolio, value $3,715,131.

    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 29,170 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $4,492,816.

    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).