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Disclosery

Bullock Wealth Management Group: DFAS position timeline

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

Bullock Wealth Management Group held 0 DFAS 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 0 shares
    Change vs previous 13F -23,175 shares

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-06-30
    13F 23,175 shares
    Change vs previous 13F +4,235 shares

    0.83% of the 13F portfolio, value $1,901,972.

    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 18,940 shares
    Change vs previous 13F +176 shares

    0.68% of the 13F portfolio, value $1,354,589.

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

  4. period ended2025-12-31
    13F 18,764 shares
    Change vs previous 13F -80 shares

    0.64% of the 13F portfolio, value $1,307,288.

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

  5. period ended2025-09-30
    13F 18,844 shares
    Change vs previous 13F -313 shares

    0.64% of the 13F portfolio, value $1,293,829.

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

  6. period ended2025-06-30
    13F 19,157 shares
    Change vs previous 13F -2,025 shares

    0.66% of the 13F portfolio, value $1,239,458.

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

  7. period ended2025-03-31
    13F 21,182 shares
    Change vs previous 13F +4,876 shares

    0.71% of the 13F portfolio, value $1,271,344.

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

  8. period ended2024-12-31
    13F 16,306 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $1,061,194.

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