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Bullock Wealth Management Group: GS position timeline

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

Bullock Wealth Management Group held 633 GS 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 633 shares
    Change vs previous 13F -21 shares

    0.24% of the 13F portfolio, value $567,377.

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

  2. period ended2026-06-30
    13F 654 shares
    Change vs previous 13F -10 shares

    0.29% of the 13F portfolio, value $667,224.

    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 664 shares
    Change vs previous 13F -7 shares

    0.29% of the 13F portfolio, value $571,262.

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

  4. period ended2025-12-31
    13F 671 shares
    Change vs previous 13F +5 shares

    0.29% of the 13F portfolio, value $589,568.

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

  5. period ended2025-09-30
    13F 666 shares
    Change vs previous 13F +87 shares

    0.26% of the 13F portfolio, value $523,484.

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

  6. period ended2025-06-30
    13F 579 shares
    Change vs previous 13F +33 shares

    0.22% of the 13F portfolio, value $409,108.

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

  7. period ended2025-03-31
    13F 546 shares
    Change vs previous 13F +6 shares

    0.17% of the 13F portfolio, value $299,348.

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

  8. period ended2024-12-31
    13F 540 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $309,472.

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