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Bullock Wealth Management Group: BRK-B position timeline

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

Bullock Wealth Management Group held 247 BRK-B 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 247 shares
    Change vs previous 13F -21 shares

    0.05% of the 13F portfolio, value $123,624.

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

  2. period ended2026-06-30
    13F 268 shares
    Change vs previous 13F -191 shares

    0.06% of the 13F portfolio, value $133,930.

    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 459 shares
    Change vs previous 13F -208 shares

    0.11% of the 13F portfolio, value $219,632.

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

  4. period ended2025-12-31
    13F 667 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $335,268.

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

  5. period ended2025-09-30
    13F 667 shares
    Change vs previous 13F -95 shares

    0.17% of the 13F portfolio, value $332,299.

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

  6. period ended2025-06-30
    13F 762 shares
    Change vs previous 13F -111 shares

    0.2% of the 13F portfolio, value $373,083.

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

  7. period ended2025-03-31
    13F 873 shares
    Change vs previous 13F -49 shares

    0.26% of the 13F portfolio, value $465,300.

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

  8. period ended2024-12-31
    13F 922 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $417,924.

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