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Bullock Wealth Management Group: IBHI position timeline

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

Bullock Wealth Management Group held 37,800 IBHI 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 37,800 shares
    Change vs previous 13F +1,805 shares

    0.36% of the 13F portfolio, value $858,055.

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

  2. period ended2026-06-30
    13F 35,995 shares
    Change vs previous 13F +7,011 shares

    0.36% of the 13F portfolio, value $838,685.

    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 28,984 shares
    Change vs previous 13F +4,701 shares

    0.34% of the 13F portfolio, value $671,838.

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

  4. period ended2025-12-31
    13F 24,283 shares
    Change vs previous 13F +4,403 shares

    0.28% of the 13F portfolio, value $573,805.

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

  5. period ended2025-09-30
    13F 19,880 shares
    Change vs previous 13F +1,211 shares

    0.23% of the 13F portfolio, value $472,007.

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

  6. period ended2025-06-30
    13F 18,669 shares
    Change vs previous 13F +1,681 shares

    0.23% of the 13F portfolio, value $439,271.

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

  7. period ended2025-03-31
    13F 16,988 shares
    Change vs previous 13F +4,931 shares

    0.22% of the 13F portfolio, value $393,450.

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

  8. period ended2024-12-31
    13F 12,057 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $282,727.

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