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Bleakley Financial Group, LLC: XMHQ position timeline

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

Bleakley Financial Group, LLC held 140,808 XMHQ 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 140,808 shares
    Change vs previous 13F +3,663 shares

    0.2% of the 13F portfolio, value $15,894,424.

    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 137,145 shares
    Change vs previous 13F +2,506 shares

    0.22% of the 13F portfolio, value $14,176,641.

    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 134,639 shares
    Change vs previous 13F +3,404 shares

    0.24% of the 13F portfolio, value $13,789,764.

    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 131,235 shares
    Change vs previous 13F +15,593 shares

    0.32% of the 13F portfolio, value $13,774,406.

    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 115,642 shares
    Change vs previous 13F +41,194 shares

    0.29% of the 13F portfolio, value $11,360,688.

    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 74,448 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $6,814,248.

    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).