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Bullock Wealth Management Group: FDS position timeline

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

Bullock Wealth Management Group held 648 FDS 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 648 shares
    Change vs previous 13F +2 shares

    0.07% of the 13F portfolio, value $179,887.

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

  2. period ended2026-06-30
    13F 646 shares
    Change vs previous 13F +1 shares

    0.07% of the 13F portfolio, value $158,739.

    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 645 shares
    Change vs previous 13F +3 shares

    0.07% of the 13F portfolio, value $144,938.

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

  4. period ended2025-12-31
    13F 642 shares
    Change vs previous 13F +1 shares

    0.09% of the 13F portfolio, value $186,370.

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

  5. period ended2025-09-30
    13F 641 shares
    Change vs previous 13F -1,646 shares

    0.09% of the 13F portfolio, value $183,651.

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

  6. period ended2025-06-30
    13F 2,287 shares
    Change vs previous 13F -24 shares

    0.55% of the 13F portfolio, value $1,029,714.

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

  7. period ended2025-03-31
    13F 2,311 shares
    Change vs previous 13F -137 shares

    0.59% of the 13F portfolio, value $1,055,928.

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

  8. period ended2024-12-31
    13F 2,448 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $1,175,796.

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