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Bullock Wealth Management Group: DFAE position timeline

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

Bullock Wealth Management Group held 71,753 DFAE 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 71,753 shares
    Change vs previous 13F +4,644 shares

    1.17% of the 13F portfolio, value $2,822,763.

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

  2. period ended2026-06-30
    13F 67,109 shares
    Change vs previous 13F +10,927 shares

    1.14% of the 13F portfolio, value $2,632,015.

    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 56,182 shares
    Change vs previous 13F +401 shares

    0.96% of the 13F portfolio, value $1,917,492.

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

  4. period ended2025-12-31
    13F 55,781 shares
    Change vs previous 13F -1,883 shares

    0.89% of the 13F portfolio, value $1,816,787.

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

  5. period ended2025-09-30
    13F 57,664 shares
    Change vs previous 13F -3,975 shares

    0.91% of the 13F portfolio, value $1,833,139.

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

  6. period ended2025-06-30
    13F 61,639 shares
    Change vs previous 13F -7,651 shares

    0.95% of the 13F portfolio, value $1,788,764.

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

  7. period ended2025-03-31
    13F 69,290 shares
    Change vs previous 13F +15,783 shares

    1.01% of the 13F portfolio, value $1,804,312.

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

  8. period ended2024-12-31
    13F 53,507 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $1,357,473.

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