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Disclosery

Bullock Wealth Management Group: IBDX position timeline

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

Bullock Wealth Management Group held 42,938 IBDX 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 42,938 shares
    Change vs previous 13F +2,720 shares

    0.43% of the 13F portfolio, value $1,032,352.

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

  2. period ended2026-06-30
    13F 40,218 shares
    Change vs previous 13F +11,821 shares

    0.44% of the 13F portfolio, value $1,007,865.

    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 28,397 shares
    Change vs previous 13F +11,394 shares

    0.36% of the 13F portfolio, value $715,312.

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

  4. period ended2025-12-31
    13F 17,003 shares
    Change vs previous 13F +12,805 shares

    0.21% of the 13F portfolio, value $434,081.

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

  5. period ended2025-09-30
    13F 4,198 shares
    Change vs previous 13F +2,361 shares

    0.05% of the 13F portfolio, value $107,559.

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

  6. period ended2025-06-30
    13F 1,837 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $46,237.

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