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Bullock Wealth Management Group: IBHJ position timeline

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

Bullock Wealth Management Group held 27,325 IBHJ 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 27,325 shares
    Change vs previous 13F +1,496 shares

    0.29% of the 13F portfolio, value $697,072.

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

  2. period ended2026-06-30
    13F 25,829 shares
    Change vs previous 13F +5,718 shares

    0.3% of the 13F portfolio, value $679,691.

    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 20,111 shares
    Change vs previous 13F +5,065 shares

    0.26% of the 13F portfolio, value $525,898.

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

  4. period ended2025-12-31
    13F 15,046 shares
    Change vs previous 13F +5,695 shares

    0.2% of the 13F portfolio, value $400,357.

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

  5. period ended2025-09-30
    13F 9,351 shares
    Change vs previous 13F +1,061 shares

    0.12% of the 13F portfolio, value $249,633.

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

  6. period ended2025-06-30
    13F 8,290 shares
    Change vs previous 13F +1,672 shares

    0.12% of the 13F portfolio, value $219,328.

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

  7. period ended2025-03-31
    13F 6,618 shares
    Change vs previous 13F +4,340 shares

    0.1% of the 13F portfolio, value $172,007.

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

  8. period ended2024-12-31
    13F 2,278 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $59,311.

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