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Bullock Wealth Management Group: PEP position timeline

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

Bullock Wealth Management Group held 745 PEP 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 745 shares
    Change vs previous 13F +6 shares

    0.04% of the 13F portfolio, value $93,542.

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

  2. period ended2026-06-30
    13F 739 shares
    Change vs previous 13F +18 shares

    0.05% of the 13F portfolio, value $104,273.

    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 721 shares
    Change vs previous 13F -1,307 shares

    0.06% of the 13F portfolio, value $111,508.

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

  4. period ended2025-12-31
    13F 2,028 shares
    Change vs previous 13F +3 shares

    0.14% of the 13F portfolio, value $291,103.

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

  5. period ended2025-09-30
    13F 2,025 shares
    Change vs previous 13F +56 shares

    0.14% of the 13F portfolio, value $289,803.

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

  6. period ended2025-06-30
    13F 1,969 shares
    Change vs previous 13F -10 shares

    0.14% of the 13F portfolio, value $266,311.

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

  7. period ended2025-03-31
    13F 1,979 shares
    Change vs previous 13F -494 shares

    0.17% of the 13F portfolio, value $296,188.

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

  8. period ended2024-12-31
    13F 2,473 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $376,067.

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