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Bullock Wealth Management Group: IBKR position timeline

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

Bullock Wealth Management Group held 8,934 IBKR 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 8,934 shares
    Change vs previous 13F +255 shares

    0.32% of the 13F portfolio, value $766,585.

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

  2. period ended2026-06-30
    13F 8,679 shares
    Change vs previous 13F +3,393 shares

    0.35% of the 13F portfolio, value $809,311.

    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 5,286 shares
    Change vs previous 13F +1,338 shares

    0.18% of the 13F portfolio, value $358,944.

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

  4. period ended2025-12-31
    13F 3,948 shares
    Change vs previous 13F +3,756 shares

    0.12% of the 13F portfolio, value $253,908.

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

  5. period ended2025-09-30
    13F 192 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $13,206.

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