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Disclosery

Bullock Wealth Management Group: IBDW position timeline

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

Bullock Wealth Management Group held 75,132 IBDW 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 75,132 shares
    Change vs previous 13F +3,608 shares

    0.62% of the 13F portfolio, value $1,504,886.

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

  2. period ended2026-06-30
    13F 71,524 shares
    Change vs previous 13F +15,125 shares

    0.64% of the 13F portfolio, value $1,483,415.

    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 56,399 shares
    Change vs previous 13F +12,079 shares

    0.59% of the 13F portfolio, value $1,176,490.

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

  4. period ended2025-12-31
    13F 44,320 shares
    Change vs previous 13F +8,744 shares

    0.46% of the 13F portfolio, value $937,366.

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

  5. period ended2025-09-30
    13F 35,576 shares
    Change vs previous 13F +2,787 shares

    0.38% of the 13F portfolio, value $754,557.

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

  6. period ended2025-06-30
    13F 32,789 shares
    Change vs previous 13F +5,960 shares

    0.36% of the 13F portfolio, value $686,283.

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

  7. period ended2025-03-31
    13F 26,829 shares
    Change vs previous 13F +19,287 shares

    0.31% of the 13F portfolio, value $555,620.

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

  8. period ended2024-12-31
    13F 7,542 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $153,475.

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