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Bullock Wealth Management Group: IBDR position timeline

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

Bullock Wealth Management Group held 33,960 IBDR 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 33,960 shares
    Change vs previous 13F -182 shares

    0.34% of the 13F portfolio, value $820,465.

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

  2. period ended2026-06-30
    13F 34,142 shares
    Change vs previous 13F -1,545 shares

    0.36% of the 13F portfolio, value $824,872.

    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 35,687 shares
    Change vs previous 13F -4,686 shares

    0.43% of the 13F portfolio, value $862,191.

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

  4. period ended2025-12-31
    13F 40,373 shares
    Change vs previous 13F +7,006 shares

    0.48% of the 13F portfolio, value $978,244.

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

  5. period ended2025-09-30
    13F 33,367 shares
    Change vs previous 13F +3,149 shares

    0.4% of the 13F portfolio, value $808,484.

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

  6. period ended2025-06-30
    13F 30,218 shares
    Change vs previous 13F +5,069 shares

    0.39% of the 13F portfolio, value $729,772.

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

  7. period ended2025-03-31
    13F 25,149 shares
    Change vs previous 13F +15,785 shares

    0.34% of the 13F portfolio, value $606,834.

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

  8. period ended2024-12-31
    13F 9,364 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $225,399.

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