Skip to content
Disclosery

Bullock Wealth Management Group: SCHG position timeline

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

Bullock Wealth Management Group held 50,775 SCHG 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 50,775 shares
    Change vs previous 13F +571 shares

    0.76% of the 13F portfolio, value $1,827,896.

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

  2. period ended2026-06-30
    13F 50,204 shares
    Change vs previous 13F -2,006 shares

    0.74% of the 13F portfolio, value $1,712,465.

    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 52,210 shares
    Change vs previous 13F +123 shares

    0.77% of the 13F portfolio, value $1,535,497.

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

  4. period ended2025-12-31
    13F 52,087 shares
    Change vs previous 13F -202 shares

    0.83% of the 13F portfolio, value $1,699,093.

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

  5. period ended2025-09-30
    13F 52,289 shares
    Change vs previous 13F +20,398 shares

    0.84% of the 13F portfolio, value $1,677,943.

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

  6. period ended2025-06-30
    13F 31,891 shares
    Change vs previous 13F -223 shares

    0.49% of the 13F portfolio, value $922,293.

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

  7. period ended2025-03-31
    13F 32,114 shares
    Change vs previous 13F +802 shares

    0.45% of the 13F portfolio, value $810,553.

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

  8. period ended2024-12-31
    13F 31,312 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $872,679.

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