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Disclosery

Bullock Wealth Management Group: BR position timeline

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

Bullock Wealth Management Group held 4,268 BR 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 4,268 shares
    Change vs previous 13F -118 shares

    0.29% of the 13F portfolio, value $687,786.

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

  2. period ended2026-06-30
    13F 4,386 shares
    Change vs previous 13F -1,579 shares

    0.27% of the 13F portfolio, value $618,180.

    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 5,965 shares
    Change vs previous 13F +48 shares

    0.48% of the 13F portfolio, value $954,309.

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

  4. period ended2025-12-31
    13F 5,917 shares
    Change vs previous 13F +219 shares

    0.65% of the 13F portfolio, value $1,320,436.

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

  5. period ended2025-09-30
    13F 5,698 shares
    Change vs previous 13F +6 shares

    0.67% of the 13F portfolio, value $1,336,702.

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

  6. period ended2025-06-30
    13F 5,692 shares
    Change vs previous 13F +4 shares

    0.74% of the 13F portfolio, value $1,392,898.

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

  7. period ended2025-03-31
    13F 5,688 shares
    Change vs previous 13F -181 shares

    0.78% of the 13F portfolio, value $1,391,845.

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

  8. period ended2024-12-31
    13F 5,869 shares
    Change vs previous 13F not available

    0.77% of the 13F portfolio, value $1,327,017.

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