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Bullock Wealth Management Group: ADI position timeline

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

Bullock Wealth Management Group held 2,323 ADI 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 2,323 shares
    Change vs previous 13F +4 shares

    0.39% of the 13F portfolio, value $939,958.

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

  2. period ended2026-06-30
    13F 2,319 shares
    Change vs previous 13F -36 shares

    0.39% of the 13F portfolio, value $902,193.

    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 2,355 shares
    Change vs previous 13F -47 shares

    0.38% of the 13F portfolio, value $755,104.

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

  4. period ended2025-12-31
    13F 2,402 shares
    Change vs previous 13F +4 shares

    0.32% of the 13F portfolio, value $651,490.

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

  5. period ended2025-09-30
    13F 2,398 shares
    Change vs previous 13F +7 shares

    0.29% of the 13F portfolio, value $573,892.

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

  6. period ended2025-06-30
    13F 2,391 shares
    Change vs previous 13F +8 shares

    0.3% of the 13F portfolio, value $575,288.

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

  7. period ended2025-03-31
    13F 2,383 shares
    Change vs previous 13F -560 shares

    0.27% of the 13F portfolio, value $474,552.

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

  8. period ended2024-12-31
    13F 2,943 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $625,179.

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