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Disclosery

Bullock Wealth Management Group: PH position timeline

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

Bullock Wealth Management Group held 754 PH 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 754 shares
    Change vs previous 13F +12 shares

    0.3% of the 13F portfolio, value $728,251.

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

  2. period ended2026-06-30
    13F 742 shares
    Change vs previous 13F -27 shares

    0.31% of the 13F portfolio, value $715,015.

    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 769 shares
    Change vs previous 13F -53 shares

    0.36% of the 13F portfolio, value $707,732.

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

  4. period ended2025-12-31
    13F 822 shares
    Change vs previous 13F +59 shares

    0.35% of the 13F portfolio, value $722,165.

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

  5. period ended2025-09-30
    13F 763 shares
    Change vs previous 13F +1 shares

    0.29% of the 13F portfolio, value $575,882.

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

  6. period ended2025-06-30
    13F 762 shares
    Change vs previous 13F +8 shares

    0.28% of the 13F portfolio, value $536,089.

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

  7. period ended2025-03-31
    13F 754 shares
    Change vs previous 13F +112 shares

    0.26% of the 13F portfolio, value $459,732.

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

  8. period ended2024-12-31
    13F 642 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $408,084.

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