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Bullock Wealth Management Group: SCHA position timeline

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

Bullock Wealth Management Group held 20,951 SCHA 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 20,951 shares
    Change vs previous 13F +1,428 shares

    0.28% of the 13F portfolio, value $686,576.

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

  2. period ended2026-06-30
    13F 19,523 shares
    Change vs previous 13F -314 shares

    0.3% of the 13F portfolio, value $695,400.

    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 19,837 shares
    Change vs previous 13F +425 shares

    0.29% of the 13F portfolio, value $582,227.

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

  4. period ended2025-12-31
    13F 19,412 shares
    Change vs previous 13F +2,176 shares

    0.27% of the 13F portfolio, value $552,841.

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

  5. period ended2025-09-30
    13F 17,236 shares
    Change vs previous 13F -358 shares

    0.24% of the 13F portfolio, value $481,588.

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

  6. period ended2025-06-30
    13F 17,594 shares
    Change vs previous 13F -919 shares

    0.24% of the 13F portfolio, value $449,535.

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

  7. period ended2025-03-31
    13F 18,513 shares
    Change vs previous 13F +36 shares

    0.24% of the 13F portfolio, value $434,687.

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

  8. period ended2024-12-31
    13F 18,477 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $477,815.

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