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Bullock Wealth Management Group: AMT position timeline

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

Bullock Wealth Management Group held 2,375 AMT 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 2,375 shares
    Change vs previous 13F +109 shares

    0.16% of the 13F portfolio, value $382,559.

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

  2. period ended2026-06-30
    13F 2,266 shares
    Change vs previous 13F -58 shares

    0.16% of the 13F portfolio, value $376,345.

    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 2,324 shares
    Change vs previous 13F +17 shares

    0.2% of the 13F portfolio, value $397,505.

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

  4. period ended2025-12-31
    13F 2,307 shares
    Change vs previous 13F +119 shares

    0.2% of the 13F portfolio, value $405,062.

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

  5. period ended2025-09-30
    13F 2,188 shares
    Change vs previous 13F +85 shares

    0.21% of the 13F portfolio, value $422,939.

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

  6. period ended2025-06-30
    13F 2,103 shares
    Change vs previous 13F +19 shares

    0.25% of the 13F portfolio, value $471,962.

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

  7. period ended2025-03-31
    13F 2,084 shares
    Change vs previous 13F -981 shares

    0.26% of the 13F portfolio, value $457,345.

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

  8. period ended2024-12-31
    13F 3,065 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $562,217.

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