Skip to content
Disclosery

Bullock Wealth Management Group: IBDT position timeline

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

Bullock Wealth Management Group held 63,651 IBDT 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 63,651 shares
    Change vs previous 13F +2,935 shares

    0.66% of the 13F portfolio, value $1,584,906.

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

  2. period ended2026-06-30
    13F 60,716 shares
    Change vs previous 13F +11,592 shares

    0.66% of the 13F portfolio, value $1,526,400.

    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 49,124 shares
    Change vs previous 13F +9,913 shares

    0.62% of the 13F portfolio, value $1,240,380.

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

  4. period ended2025-12-31
    13F 39,211 shares
    Change vs previous 13F +6,018 shares

    0.49% of the 13F portfolio, value $998,122.

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

  5. period ended2025-09-30
    13F 33,193 shares
    Change vs previous 13F +2,506 shares

    0.42% of the 13F portfolio, value $845,820.

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

  6. period ended2025-06-30
    13F 30,687 shares
    Change vs previous 13F +5,251 shares

    0.41% of the 13F portfolio, value $776,370.

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

  7. period ended2025-03-31
    13F 25,436 shares
    Change vs previous 13F +14,969 shares

    0.36% of the 13F portfolio, value $640,224.

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

  8. period ended2024-12-31
    13F 10,467 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $260,629.

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