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Bullock Wealth Management Group: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Bullock Wealth Management Group on AAPL, newest first. How the timeline and the estimate are built.

Bullock Wealth Management Group held 12,786 AAPL shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 12,786 shares
    Change vs previous 13F +4 shares

    1.75% of the 13F portfolio, value $4,223,510.

    13F-HR 0002067581-26-000013 filed by Bullock Wealth Management Group
    Accepted , ingested

  2. period ended2026-06-30
    13F 12,782 shares
    Change vs previous 13F +93 shares

    1.63% of the 13F portfolio, value $3,762,894.

    13F-HR 0002067581-26-000001 filed by Bullock Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec ยง4.2).

  3. period ended2026-03-31
    13F 12,689 shares
    Change vs previous 13F -155 shares

    1.63% of the 13F portfolio, value $3,243,789.

    13F-HR 0002067581-26-000004 filed by Bullock Wealth Management Group
    Accepted , ingested

  4. period ended2025-12-31
    13F 12,844 shares
    Change vs previous 13F +247 shares

    1.71% of the 13F portfolio, value $3,491,671.

    13F-HR 0002067581-26-000005 filed by Bullock Wealth Management Group
    Accepted , ingested

  5. period ended2025-09-30
    13F 12,597 shares
    Change vs previous 13F -241 shares

    1.6% of the 13F portfolio, value $3,217,920.

    13F-HR 0002067581-26-000006 filed by Bullock Wealth Management Group
    Accepted , ingested

  6. period ended2025-06-30
    13F 12,838 shares
    Change vs previous 13F -265 shares

    1.41% of the 13F portfolio, value $2,667,984.

    13F-HR 0002067581-26-000007 filed by Bullock Wealth Management Group
    Accepted , ingested

  7. period ended2025-03-31
    13F 13,103 shares
    Change vs previous 13F -1,759 shares

    1.64% of the 13F portfolio, value $2,924,494.

    13F-HR 0002067581-26-000008 filed by Bullock Wealth Management Group
    Accepted , ingested

  8. period ended2024-12-31
    13F 14,862 shares
    Change vs previous 13F not available

    2.17% of the 13F portfolio, value $3,721,795.

    13F-HR 0002067581-26-000009 filed by Bullock Wealth Management Group
    Accepted , ingested