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Bullock Wealth Management Group: O position timeline

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

Bullock Wealth Management Group held 4,670 O 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 4,670 shares
    Change vs previous 13F +105 shares

    0.1% of the 13F portfolio, value $249,980.

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

  2. period ended2026-06-30
    13F 4,565 shares
    Change vs previous 13F +63 shares

    0.12% of the 13F portfolio, value $282,192.

    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 4,502 shares
    Change vs previous 13F +34 shares

    0.14% of the 13F portfolio, value $278,581.

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

  4. period ended2025-12-31
    13F 4,468 shares
    Change vs previous 13F +36 shares

    0.12% of the 13F portfolio, value $251,873.

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

  5. period ended2025-09-30
    13F 4,432 shares
    Change vs previous 13F +210 shares

    0.13% of the 13F portfolio, value $267,942.

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

  6. period ended2025-06-30
    13F 4,222 shares
    Change vs previous 13F -135 shares

    0.13% of the 13F portfolio, value $244,054.

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

  7. period ended2025-03-31
    13F 4,357 shares
    Change vs previous 13F -2 shares

    0.14% of the 13F portfolio, value $249,021.

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

  8. period ended2024-12-31
    13F 4,359 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $232,793.

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