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Disclosery

Bullock Wealth Management Group: IBDV position timeline

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

Bullock Wealth Management Group held 72,693 IBDV 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 72,693 shares
    Change vs previous 13F +3,427 shares

    0.64% of the 13F portfolio, value $1,533,104.

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

  2. period ended2026-06-30
    13F 69,266 shares
    Change vs previous 13F +14,020 shares

    0.65% of the 13F portfolio, value $1,502,716.

    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 55,246 shares
    Change vs previous 13F +11,552 shares

    0.61% of the 13F portfolio, value $1,205,200.

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

  4. period ended2025-12-31
    13F 43,694 shares
    Change vs previous 13F +8,134 shares

    0.47% of the 13F portfolio, value $964,326.

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

  5. period ended2025-09-30
    13F 35,560 shares
    Change vs previous 13F +2,786 shares

    0.39% of the 13F portfolio, value $786,645.

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

  6. period ended2025-06-30
    13F 32,774 shares
    Change vs previous 13F +6,086 shares

    0.38% of the 13F portfolio, value $716,774.

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

  7. period ended2025-03-31
    13F 26,688 shares
    Change vs previous 13F +17,516 shares

    0.32% of the 13F portfolio, value $578,322.

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

  8. period ended2024-12-31
    13F 9,172 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $195,910.

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