Skip to content
Disclosery

Bullock Wealth Management Group: CWB position timeline

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

Bullock Wealth Management Group held 949 CWB 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 949 shares
    Change vs previous 13F +3 shares

    0.04% of the 13F portfolio, value $95,933.

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

  2. period ended2026-06-30
    13F 946 shares
    Change vs previous 13F +2 shares

    0.04% of the 13F portfolio, value $100,162.

    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 944 shares
    Change vs previous 13F -86 shares

    0.04% of the 13F portfolio, value $87,257.

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

  4. period ended2025-12-31
    13F 1,030 shares
    Change vs previous 13F +5 shares

    0.04% of the 13F portfolio, value $91,862.

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

  5. period ended2025-09-30
    13F 1,025 shares
    Change vs previous 13F +4 shares

    0.05% of the 13F portfolio, value $93,604.

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

  6. period ended2025-06-30
    13F 1,021 shares
    Change vs previous 13F -137 shares

    0.04% of the 13F portfolio, value $84,047.

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

  7. period ended2025-03-31
    13F 1,158 shares
    Change vs previous 13F -368 shares

    0.05% of the 13F portfolio, value $88,912.

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

  8. period ended2024-12-31
    13F 1,526 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $118,888.

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