Skip to content
Disclosery

Bullock Wealth Management Group: SCHV position timeline

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

Bullock Wealth Management Group held 21,653 SCHV 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 21,653 shares
    Change vs previous 13F +1 shares

    0.3% of the 13F portfolio, value $722,774.

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

  2. period ended2026-06-30
    13F 21,652 shares
    Change vs previous 13F 0 shares

    0.32% of the 13F portfolio, value $745,273.

    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 21,652 shares
    Change vs previous 13F +1 shares

    0.33% of the 13F portfolio, value $662,978.

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

  4. period ended2025-12-31
    13F 21,651 shares
    Change vs previous 13F 0 shares

    0.31% of the 13F portfolio, value $641,094.

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

  5. period ended2025-09-30
    13F 21,651 shares
    Change vs previous 13F +21,535 shares

    0.31% of the 13F portfolio, value $631,548.

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

  6. period ended2025-06-30
    13F 116 shares
    Change vs previous 13F -939 shares

    <0.01% of the 13F portfolio, value $3,243.

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

  7. period ended2025-03-31
    13F 1,055 shares
    Change vs previous 13F -337 shares

    0.02% of the 13F portfolio, value $28,034.

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

  8. period ended2024-12-31
    13F 1,392 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $36,302.

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