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Bullock Wealth Management Group: BLK position timeline

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

Bullock Wealth Management Group held 1,039 BLK 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 1,039 shares
    Change vs previous 13F +14 shares

    0.46% of the 13F portfolio, value $1,105,794.

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

  2. period ended2026-06-30
    13F 1,025 shares
    Change vs previous 13F +26 shares

    0.44% of the 13F portfolio, value $1,005,015.

    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 999 shares
    Change vs previous 13F -25 shares

    0.48% of the 13F portfolio, value $956,088.

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

  4. period ended2025-12-31
    13F 1,024 shares
    Change vs previous 13F +38 shares

    0.54% of the 13F portfolio, value $1,095,873.

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

  5. period ended2025-09-30
    13F 986 shares
    Change vs previous 13F -1 shares

    0.56% of the 13F portfolio, value $1,124,920.

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

  6. period ended2025-06-30
    13F 987 shares
    Change vs previous 13F 0 shares

    0.55% of the 13F portfolio, value $1,040,432.

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

  7. period ended2025-03-31
    13F 987 shares
    Change vs previous 13F -107 shares

    0.52% of the 13F portfolio, value $931,386.

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

  8. period ended2024-12-31
    13F 1,094 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $1,121,414.

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