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Disclosery

Bullock Wealth Management Group: IJR position timeline

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

Bullock Wealth Management Group held 12,319 IJR 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 12,319 shares
    Change vs previous 13F +1,366 shares

    0.7% of the 13F portfolio, value $1,687,333.

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

  2. period ended2026-06-30
    13F 10,953 shares
    Change vs previous 13F +1,861 shares

    0.7% of the 13F portfolio, value $1,616,006.

    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 9,092 shares
    Change vs previous 13F +274 shares

    0.57% of the 13F portfolio, value $1,135,773.

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

  4. period ended2025-12-31
    13F 8,818 shares
    Change vs previous 13F +77 shares

    0.52% of the 13F portfolio, value $1,059,747.

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

  5. period ended2025-09-30
    13F 8,741 shares
    Change vs previous 13F -24 shares

    0.52% of the 13F portfolio, value $1,041,752.

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

  6. period ended2025-06-30
    13F 8,765 shares
    Change vs previous 13F -738 shares

    0.52% of the 13F portfolio, value $972,564.

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

  7. period ended2025-03-31
    13F 9,503 shares
    Change vs previous 13F +2,395 shares

    0.56% of the 13F portfolio, value $995,914.

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

  8. period ended2024-12-31
    13F 7,108 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $818,984.

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