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Bullock Wealth Management Group: SCHE position timeline

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

Bullock Wealth Management Group held 20,912 SCHE 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 20,912 shares
    Change vs previous 13F +297 shares

    0.31% of the 13F portfolio, value $758,468.

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

  2. period ended2026-06-30
    13F 20,615 shares
    Change vs previous 13F +112 shares

    0.32% of the 13F portfolio, value $741,941.

    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 20,503 shares
    Change vs previous 13F +266 shares

    0.34% of the 13F portfolio, value $677,406.

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

  4. period ended2025-12-31
    13F 20,237 shares
    Change vs previous 13F +167 shares

    0.32% of the 13F portfolio, value $662,763.

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

  5. period ended2025-09-30
    13F 20,070 shares
    Change vs previous 13F -202 shares

    0.34% of the 13F portfolio, value $673,964.

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

  6. period ended2025-06-30
    13F 20,272 shares
    Change vs previous 13F -1,953 shares

    0.33% of the 13F portfolio, value $613,223.

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

  7. period ended2025-03-31
    13F 22,225 shares
    Change vs previous 13F -58 shares

    0.34% of the 13F portfolio, value $616,072.

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

  8. period ended2024-12-31
    13F 22,283 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $593,392.

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