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Bullock Wealth Management Group: IBHH position timeline

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

Bullock Wealth Management Group held 29,973 IBHH 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 29,973 shares
    Change vs previous 13F +1,752 shares

    0.29% of the 13F portfolio, value $691,467.

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

  2. period ended2026-06-30
    13F 28,221 shares
    Change vs previous 13F +7,052 shares

    0.29% of the 13F portfolio, value $659,950.

    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 21,169 shares
    Change vs previous 13F +5,438 shares

    0.25% of the 13F portfolio, value $494,821.

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

  4. period ended2025-12-31
    13F 15,731 shares
    Change vs previous 13F +4,830 shares

    0.18% of the 13F portfolio, value $372,427.

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

  5. period ended2025-09-30
    13F 10,901 shares
    Change vs previous 13F +1,071 shares

    0.13% of the 13F portfolio, value $259,224.

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

  6. period ended2025-06-30
    13F 9,830 shares
    Change vs previous 13F +1,919 shares

    0.12% of the 13F portfolio, value $231,692.

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

  7. period ended2025-03-31
    13F 7,911 shares
    Change vs previous 13F +4,460 shares

    0.1% of the 13F portfolio, value $184,403.

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

  8. period ended2024-12-31
    13F 3,451 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $80,634.

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