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Bullock Wealth Management Group: IBHG position timeline

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

Bullock Wealth Management Group held 31,710 IBHG 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 31,710 shares
    Change vs previous 13F +1,104 shares

    0.29% of the 13F portfolio, value $688,433.

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

  2. period ended2026-06-30
    13F 30,606 shares
    Change vs previous 13F +7,892 shares

    0.29% of the 13F portfolio, value $672,417.

    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 22,714 shares
    Change vs previous 13F +6,931 shares

    0.25% of the 13F portfolio, value $499,488.

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

  4. period ended2025-12-31
    13F 15,783 shares
    Change vs previous 13F +5,184 shares

    0.17% of the 13F portfolio, value $352,285.

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

  5. period ended2025-09-30
    13F 10,599 shares
    Change vs previous 13F +1,111 shares

    0.12% of the 13F portfolio, value $237,634.

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

  6. period ended2025-06-30
    13F 9,488 shares
    Change vs previous 13F +1,989 shares

    0.11% of the 13F portfolio, value $212,625.

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

  7. period ended2025-03-31
    13F 7,499 shares
    Change vs previous 13F +4,681 shares

    0.09% of the 13F portfolio, value $167,153.

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

  8. period ended2024-12-31
    13F 2,818 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $62,676.

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