Bleakley Financial Group, LLC
Holdings in PWP
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $381,326 | 22,042 | Shares | Sole | 2026-02-09 |
| 2025-09-30 | $464,200 | 21,773 | Shares | Sole | 2025-11-10 |
| 2025-06-30 | $418,365 | 21,543 | Shares | Sole | 2025-07-30 |
| 2025-03-31 | $394,367 | 21,433 | Shares | Sole | 2025-05-01 |
| 2024-12-31 | $527,841 | 22,141 | Shares | Sole | 2025-01-27 |
| 2024-09-30 | $421,633 | 21,835 | Shares | Sole | 2024-10-16 |
| 2024-06-30 | $358,783 | 22,079 | Shares | Sole | 2024-08-12 |
| 2024-03-31 | $317,953 | 22,502 | Shares | Sole | 2024-05-08 |
| 2023-12-31 | $227,135 | 18,572 | Shares | Sole | 2024-01-25 |
| 2023-09-30 | $164,264 | 16,136 | Shares | Sole | 2023-11-14 |
| 2023-06-30 | $97,510 | 11,706 | Shares | Sole | 2023-08-14 |
| 2023-03-31 | $198,198 | 21,780 | Shares | Sole | 2023-05-12 |
| 2022-12-31 | $126,145 | 12,872 | Shares | Sole | 2023-02-07 |