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Disclosery

Bullock Wealth Management Group: MSFT position timeline

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

Bullock Wealth Management Group held 10,725 MSFT 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 10,725 shares
    Change vs previous 13F -94 shares

    2.28% of the 13F portfolio, value $5,499,799.

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

  2. period ended2026-06-30
    13F 10,819 shares
    Change vs previous 13F -175 shares

    1.8% of the 13F portfolio, value $4,157,645.

    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 10,994 shares
    Change vs previous 13F -170 shares

    2.04% of the 13F portfolio, value $4,060,692.

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

  4. period ended2025-12-31
    13F 11,164 shares
    Change vs previous 13F +158 shares

    2.64% of the 13F portfolio, value $5,399,185.

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

  5. period ended2025-09-30
    13F 11,006 shares
    Change vs previous 13F -128 shares

    2.85% of the 13F portfolio, value $5,719,926.

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

  6. period ended2025-06-30
    13F 11,134 shares
    Change vs previous 13F -152 shares

    2.9% of the 13F portfolio, value $5,478,720.

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

  7. period ended2025-03-31
    13F 11,286 shares
    Change vs previous 13F -102 shares

    2.41% of the 13F portfolio, value $4,313,455.

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

  8. period ended2024-12-31
    13F 11,388 shares
    Change vs previous 13F not available

    2.8% of the 13F portfolio, value $4,799,920.

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