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Bullock Wealth Management Group: COST position timeline

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

Bullock Wealth Management Group held 1,552 COST 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 1,552 shares
    Change vs previous 13F +11 shares

    0.59% of the 13F portfolio, value $1,419,849.

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

  2. period ended2026-06-30
    13F 1,541 shares
    Change vs previous 13F -289 shares

    0.62% of the 13F portfolio, value $1,424,860.

    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 1,830 shares
    Change vs previous 13F -185 shares

    0.92% of the 13F portfolio, value $1,823,572.

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

  4. period ended2025-12-31
    13F 2,015 shares
    Change vs previous 13F +103 shares

    0.85% of the 13F portfolio, value $1,737,600.

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

  5. period ended2025-09-30
    13F 1,912 shares
    Change vs previous 13F -448 shares

    0.87% of the 13F portfolio, value $1,753,720.

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

  6. period ended2025-06-30
    13F 2,360 shares
    Change vs previous 13F -19 shares

    1.23% of the 13F portfolio, value $2,326,878.

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

  7. period ended2025-03-31
    13F 2,379 shares
    Change vs previous 13F -40 shares

    1.27% of the 13F portfolio, value $2,270,902.

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

  8. period ended2024-12-31
    13F 2,419 shares
    Change vs previous 13F not available

    1.29% of the 13F portfolio, value $2,216,183.

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