Skip to content
Disclosery

Bullock Wealth Management Group: BRO position timeline

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

Bullock Wealth Management Group held 4,942 BRO 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 4,942 shares
    Change vs previous 13F -5 shares

    0.13% of the 13F portfolio, value $305,296.

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

  2. period ended2026-06-30
    13F 4,947 shares
    Change vs previous 13F -111 shares

    0.14% of the 13F portfolio, value $333,212.

    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 5,058 shares
    Change vs previous 13F +10 shares

    0.16% of the 13F portfolio, value $325,710.

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

  4. period ended2025-12-31
    13F 5,048 shares
    Change vs previous 13F +8 shares

    0.2% of the 13F portfolio, value $402,322.

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

  5. period ended2025-09-30
    13F 5,040 shares
    Change vs previous 13F +6 shares

    0.23% of the 13F portfolio, value $467,510.

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

  6. period ended2025-06-30
    13F 5,034 shares
    Change vs previous 13F -124 shares

    0.29% of the 13F portfolio, value $548,363.

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

  7. period ended2025-03-31
    13F 5,158 shares
    Change vs previous 13F -1,264 shares

    0.36% of the 13F portfolio, value $640,155.

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

  8. period ended2024-12-31
    13F 6,422 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $655,176.

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