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Bullock Wealth Management Group: IBHK position timeline

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

Bullock Wealth Management Group held 28,309 IBHK 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 28,309 shares
    Change vs previous 13F +1,536 shares

    0.29% of the 13F portfolio, value $695,078.

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

  2. period ended2026-06-30
    13F 26,773 shares
    Change vs previous 13F +5,873 shares

    0.3% of the 13F portfolio, value $685,391.

    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 20,900 shares
    Change vs previous 13F +5,033 shares

    0.27% of the 13F portfolio, value $530,441.

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

  4. period ended2025-12-31
    13F 15,867 shares
    Change vs previous 13F +5,860 shares

    0.2% of the 13F portfolio, value $410,174.

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

  5. period ended2025-09-30
    13F 10,007 shares
    Change vs previous 13F +1,083 shares

    0.13% of the 13F portfolio, value $260,372.

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

  6. period ended2025-06-30
    13F 8,924 shares
    Change vs previous 13F +1,720 shares

    0.12% of the 13F portfolio, value $230,321.

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

  7. period ended2025-03-31
    13F 7,204 shares
    Change vs previous 13F +4,855 shares

    0.1% of the 13F portfolio, value $182,123.

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

  8. period ended2024-12-31
    13F 2,349 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $59,460.

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