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Disclosery

Bullock Wealth Management Group: CE position timeline

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

Bullock Wealth Management Group held 25 CE 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 25 shares
    Change vs previous 13F +25 shares

    <0.01% of the 13F portfolio, value $1,105.

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

  2. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -30 shares

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

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-09-30
    13F 30 shares
    Change vs previous 13F +11 shares

    <0.01% of the 13F portfolio, value $1,272.

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

  4. period ended2025-06-30
    13F 19 shares
    Change vs previous 13F +4 shares

    <0.01% of the 13F portfolio, value $1,106.

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

  5. period ended2025-03-31
    13F 15 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $836.

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