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Bullock Wealth Management Group: SCHF position timeline

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

Bullock Wealth Management Group held 42,197 SCHF 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 42,197 shares
    Change vs previous 13F +209 shares

    0.48% of the 13F portfolio, value $1,149,880.

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

  2. period ended2026-06-30
    13F 41,988 shares
    Change vs previous 13F +547 shares

    0.5% of the 13F portfolio, value $1,146,262.

    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 41,441 shares
    Change vs previous 13F -5,909 shares

    0.52% of the 13F portfolio, value $1,041,831.

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

  4. period ended2025-12-31
    13F 47,350 shares
    Change vs previous 13F -3,932 shares

    0.56% of the 13F portfolio, value $1,138,291.

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

  5. period ended2025-09-30
    13F 51,282 shares
    Change vs previous 13F +10,091 shares

    0.6% of the 13F portfolio, value $1,203,584.

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

  6. period ended2025-06-30
    13F 41,191 shares
    Change vs previous 13F -3,225 shares

    0.48% of the 13F portfolio, value $909,082.

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

  7. period ended2025-03-31
    13F 44,416 shares
    Change vs previous 13F -831 shares

    0.49% of the 13F portfolio, value $882,092.

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

  8. period ended2024-12-31
    13F 45,247 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $837,061.

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