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Bullock Wealth Management Group: D position timeline

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

Bullock Wealth Management Group held 5,745 D 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 5,745 shares
    Change vs previous 13F +82 shares

    0.14% of the 13F portfolio, value $349,073.

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

  2. period ended2026-06-30
    13F 5,663 shares
    Change vs previous 13F +522 shares

    0.17% of the 13F portfolio, value $383,897.

    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 5,141 shares
    Change vs previous 13F +26 shares

    0.16% of the 13F portfolio, value $319,026.

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

  4. period ended2025-12-31
    13F 5,115 shares
    Change vs previous 13F +28 shares

    0.15% of the 13F portfolio, value $299,681.

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

  5. period ended2025-09-30
    13F 5,087 shares
    Change vs previous 13F +18 shares

    0.15% of the 13F portfolio, value $309,779.

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

  6. period ended2025-06-30
    13F 5,069 shares
    Change vs previous 13F -118 shares

    0.15% of the 13F portfolio, value $292,229.

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

  7. period ended2025-03-31
    13F 5,187 shares
    Change vs previous 13F +30 shares

    0.16% of the 13F portfolio, value $291,796.

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

  8. period ended2024-12-31
    13F 5,157 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $277,734.

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