Skip to content
Disclosery

Bullock Wealth Management Group: IBDU position timeline

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

Bullock Wealth Management Group held 70,780 IBDU 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 70,780 shares
    Change vs previous 13F +3,248 shares

    0.66% of the 13F portfolio, value $1,602,470.

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

  2. period ended2026-06-30
    13F 67,532 shares
    Change vs previous 13F +12,781 shares

    0.68% of the 13F portfolio, value $1,557,282.

    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 54,751 shares
    Change vs previous 13F +10,898 shares

    0.64% of the 13F portfolio, value $1,269,135.

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

  4. period ended2025-12-31
    13F 43,853 shares
    Change vs previous 13F +7,386 shares

    0.5% of the 13F portfolio, value $1,026,371.

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

  5. period ended2025-09-30
    13F 36,467 shares
    Change vs previous 13F +2,972 shares

    0.43% of the 13F portfolio, value $855,236.

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

  6. period ended2025-06-30
    13F 33,495 shares
    Change vs previous 13F +5,756 shares

    0.41% of the 13F portfolio, value $777,761.

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

  7. period ended2025-03-31
    13F 27,739 shares
    Change vs previous 13F +18,036 shares

    0.36% of the 13F portfolio, value $639,939.

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

  8. period ended2024-12-31
    13F 9,703 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $221,225.

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