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Bullock Wealth Management Group: PTIN position timeline

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

Bullock Wealth Management Group held 231,733 PTIN 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 231,733 shares
    Change vs previous 13F +17,101 shares

    3.5% of the 13F portfolio, value $8,432,254.

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

  2. period ended2026-06-30
    13F 214,632 shares
    Change vs previous 13F +14,817 shares

    3.37% of the 13F portfolio, value $7,764,055.

    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 199,815 shares
    Change vs previous 13F -6,343 shares

    3.32% of the 13F portfolio, value $6,621,969.

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

  4. period ended2025-12-31
    13F 206,158 shares
    Change vs previous 13F +3,952 shares

    3.17% of the 13F portfolio, value $6,483,669.

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

  5. period ended2025-09-30
    13F 202,206 shares
    Change vs previous 13F -34,331 shares

    3.1% of the 13F portfolio, value $6,229,664.

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

  6. period ended2025-06-30
    13F 236,537 shares
    Change vs previous 13F +1,426 shares

    3.62% of the 13F portfolio, value $6,836,392.

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

  7. period ended2025-03-31
    13F 235,111 shares
    Change vs previous 13F +32,505 shares

    3.88% of the 13F portfolio, value $6,935,775.

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

  8. period ended2024-12-31
    13F 202,606 shares
    Change vs previous 13F not available

    3.28% of the 13F portfolio, value $5,622,317.

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