Skip to content
Disclosery

Bullock Wealth Management Group: CLS position timeline

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

Bullock Wealth Management Group held 1,168 CLS 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 1,168 shares
    Change vs previous 13F -13 shares

    0.18% of the 13F portfolio, value $435,917.

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

  2. period ended2026-06-30
    13F 1,181 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $427,073.

    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 1,181 shares
    Change vs previous 13F -40 shares

    0.17% of the 13F portfolio, value $340,990.

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

  4. period ended2025-12-31
    13F 1,221 shares
    Change vs previous 13F -36 shares

    0.18% of the 13F portfolio, value $360,940.

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

  5. period ended2025-09-30
    13F 1,257 shares
    Change vs previous 13F +131 shares

    0.16% of the 13F portfolio, value $316,374.

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

  6. period ended2025-06-30
    13F 1,126 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $167,673.

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

  7. period ended2025-03-31
    13F 1,126 shares
    Change vs previous 13F +104 shares

    0.05% of the 13F portfolio, value $89,022.

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

  8. period ended2024-12-31
    13F 1,022 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $94,331.

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