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Disclosery

Bullock Wealth Management Group: ED position timeline

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

Bullock Wealth Management Group held 2,400 ED 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 2,400 shares
    Change vs previous 13F +7 shares

    0.1% of the 13F portfolio, value $248,371.

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

  2. period ended2026-06-30
    13F 2,393 shares
    Change vs previous 13F +35 shares

    0.12% of the 13F portfolio, value $265,462.

    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 2,358 shares
    Change vs previous 13F -17 shares

    0.13% of the 13F portfolio, value $268,571.

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

  4. period ended2025-12-31
    13F 2,375 shares
    Change vs previous 13F +8 shares

    0.12% of the 13F portfolio, value $235,848.

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

  5. period ended2025-09-30
    13F 2,367 shares
    Change vs previous 13F +8 shares

    0.12% of the 13F portfolio, value $232,342.

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

  6. period ended2025-06-30
    13F 2,359 shares
    Change vs previous 13F +8 shares

    0.13% of the 13F portfolio, value $237,721.

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

  7. period ended2025-03-31
    13F 2,351 shares
    Change vs previous 13F -2 shares

    0.14% of the 13F portfolio, value $258,793.

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

  8. period ended2024-12-31
    13F 2,353 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $209,977.

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