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Disclosery

Bullock Wealth Management Group: IBHL position timeline

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

Bullock Wealth Management Group held 20,638 IBHL 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 20,638 shares
    Change vs previous 13F +1,373 shares

    0.21% of the 13F portfolio, value $502,177.

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

  2. period ended2026-06-30
    13F 19,265 shares
    Change vs previous 13F +6,041 shares

    0.21% of the 13F portfolio, value $487,304.

    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 13,224 shares
    Change vs previous 13F +5,143 shares

    0.17% of the 13F portfolio, value $333,140.

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

  4. period ended2025-12-31
    13F 8,081 shares
    Change vs previous 13F +6,580 shares

    0.1% of the 13F portfolio, value $207,909.

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

  5. period ended2025-09-30
    13F 1,501 shares
    Change vs previous 13F +776 shares

    0.02% of the 13F portfolio, value $38,639.

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

  6. period ended2025-06-30
    13F 725 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $18,451.

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