Skip to content
Disclosery

Bullock Wealth Management Group: PTMC position timeline

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

Bullock Wealth Management Group held 157,699 PTMC 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 157,699 shares
    Change vs previous 13F +22,766 shares

    2.58% of the 13F portfolio, value $6,222,791.

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

  2. period ended2026-06-30
    13F 134,933 shares
    Change vs previous 13F +1,994 shares

    2.43% of the 13F portfolio, value $5,599,006.

    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 132,939 shares
    Change vs previous 13F -6,338 shares

    2.46% of the 13F portfolio, value $4,904,117.

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

  4. period ended2025-12-31
    13F 139,277 shares
    Change vs previous 13F +2,287 shares

    2.43% of the 13F portfolio, value $4,968,002.

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

  5. period ended2025-09-30
    13F 136,990 shares
    Change vs previous 13F -13,884 shares

    2.45% of the 13F portfolio, value $4,913,839.

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

  6. period ended2025-06-30
    13F 150,874 shares
    Change vs previous 13F +1,926 shares

    2.79% of the 13F portfolio, value $5,266,401.

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

  7. period ended2025-03-31
    13F 148,948 shares
    Change vs previous 13F +8,484 shares

    2.88% of the 13F portfolio, value $5,153,612.

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

  8. period ended2024-12-31
    13F 140,464 shares
    Change vs previous 13F not available

    3.03% of the 13F portfolio, value $5,181,724.

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