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Bullock Wealth Management Group: IBMT position timeline

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

Bullock Wealth Management Group held 2,028 IBMT 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 2,028 shares
    Change vs previous 13F +12 shares

    0.02% of the 13F portfolio, value $50,254.

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

  2. period ended2026-06-30
    13F 2,016 shares
    Change vs previous 13F +12 shares

    0.02% of the 13F portfolio, value $51,866.

    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 2,004 shares
    Change vs previous 13F +8 shares

    0.03% of the 13F portfolio, value $51,420.

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

  4. period ended2025-12-31
    13F 1,996 shares
    Change vs previous 13F +16 shares

    0.03% of the 13F portfolio, value $51,795.

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

  5. period ended2025-09-30
    13F 1,980 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $51,209.

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