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Bullock Wealth Management Group: GIS position timeline

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

Bullock Wealth Management Group held 3,132 GIS 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 3,132 shares
    Change vs previous 13F +24 shares

    0.04% of the 13F portfolio, value $99,182.

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

  2. period ended2026-06-30
    13F 3,108 shares
    Change vs previous 13F -36 shares

    0.05% of the 13F portfolio, value $117,396.

    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 3,144 shares
    Change vs previous 13F +25 shares

    0.06% of the 13F portfolio, value $116,996.

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

  4. period ended2025-12-31
    13F 3,119 shares
    Change vs previous 13F +26 shares

    0.07% of the 13F portfolio, value $145,050.

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

  5. period ended2025-09-30
    13F 3,093 shares
    Change vs previous 13F +420 shares

    0.08% of the 13F portfolio, value $156,835.

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

  6. period ended2025-06-30
    13F 2,673 shares
    Change vs previous 13F +16 shares

    0.08% of the 13F portfolio, value $142,184.

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

  7. period ended2025-03-31
    13F 2,657 shares
    Change vs previous 13F +15 shares

    0.09% of the 13F portfolio, value $158,658.

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

  8. period ended2024-12-31
    13F 2,642 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $168,450.

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