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Bullock Wealth Management Group: IBHF position timeline

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

Bullock Wealth Management Group held 13,019 IBHF 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 13,019 shares
    Change vs previous 13F -9 shares

    0.12% of the 13F portfolio, value $292,404.

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

  2. period ended2026-06-30
    13F 13,028 shares
    Change vs previous 13F -266 shares

    0.13% of the 13F portfolio, value $293,901.

    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 13,294 shares
    Change vs previous 13F -1,544 shares

    0.15% of the 13F portfolio, value $303,500.

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

  4. period ended2025-12-31
    13F 14,838 shares
    Change vs previous 13F +4,872 shares

    0.17% of the 13F portfolio, value $342,462.

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

  5. period ended2025-09-30
    13F 9,966 shares
    Change vs previous 13F +1,081 shares

    0.12% of the 13F portfolio, value $231,909.

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

  6. period ended2025-06-30
    13F 8,885 shares
    Change vs previous 13F +1,923 shares

    0.11% of the 13F portfolio, value $205,199.

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

  7. period ended2025-03-31
    13F 6,962 shares
    Change vs previous 13F +4,493 shares

    0.09% of the 13F portfolio, value $160,898.

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

  8. period ended2024-12-31
    13F 2,469 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $57,166.

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