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Bullock Wealth Management Group: ITW position timeline

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

Bullock Wealth Management Group held 835 ITW 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 835 shares
    Change vs previous 13F +3 shares

    0.09% of the 13F portfolio, value $217,840.

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

  2. period ended2026-06-30
    13F 832 shares
    Change vs previous 13F +11 shares

    0.1% of the 13F portfolio, value $223,704.

    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 821 shares
    Change vs previous 13F +3 shares

    0.11% of the 13F portfolio, value $213,996.

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

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

    0.1% of the 13F portfolio, value $201,374.

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

  5. period ended2025-09-30
    13F 814 shares
    Change vs previous 13F -2,710 shares

    0.11% of the 13F portfolio, value $211,486.

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

  6. period ended2025-06-30
    13F 3,524 shares
    Change vs previous 13F -6 shares

    0.48% of the 13F portfolio, value $899,181.

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

  7. period ended2025-03-31
    13F 3,530 shares
    Change vs previous 13F +157 shares

    0.49% of the 13F portfolio, value $877,946.

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

  8. period ended2024-12-31
    13F 3,373 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $855,297.

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