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Disclosery

Bullock Wealth Management Group: IBDS position timeline

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

Bullock Wealth Management Group held 66,407 IBDS 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 66,407 shares
    Change vs previous 13F +1,200 shares

    0.66% of the 13F portfolio, value $1,597,100.

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

  2. period ended2026-06-30
    13F 65,207 shares
    Change vs previous 13F +12,570 shares

    0.68% of the 13F portfolio, value $1,572,798.

    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 52,637 shares
    Change vs previous 13F +10,116 shares

    0.64% of the 13F portfolio, value $1,271,441.

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

  4. period ended2025-12-31
    13F 42,521 shares
    Change vs previous 13F +7,034 shares

    0.51% of the 13F portfolio, value $1,032,413.

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

  5. period ended2025-09-30
    13F 35,487 shares
    Change vs previous 13F +3,326 shares

    0.43% of the 13F portfolio, value $862,015.

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

  6. period ended2025-06-30
    13F 32,161 shares
    Change vs previous 13F +5,107 shares

    0.41% of the 13F portfolio, value $777,010.

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

  7. period ended2025-03-31
    13F 27,054 shares
    Change vs previous 13F +17,450 shares

    0.36% of the 13F portfolio, value $652,274.

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

  8. period ended2024-12-31
    13F 9,604 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $230,107.

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