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Bullock Wealth Management Group: SMG position timeline

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

Bullock Wealth Management Group held 167 SMG 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 167 shares
    Change vs previous 13F +2 shares

    <0.01% of the 13F portfolio, value $8,352.

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

  2. period ended2026-06-30
    13F 165 shares
    Change vs previous 13F +2 shares

    <0.01% of the 13F portfolio, value $11,324.

    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 163 shares
    Change vs previous 13F +1 shares

    <0.01% of the 13F portfolio, value $9,959.

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

  4. period ended2025-12-31
    13F 162 shares
    Change vs previous 13F +2 shares

    <0.01% of the 13F portfolio, value $9,429.

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

  5. period ended2025-09-30
    13F 160 shares
    Change vs previous 13F +2 shares

    <0.01% of the 13F portfolio, value $9,321.

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

  6. period ended2025-06-30
    13F 158 shares
    Change vs previous 13F +1 shares

    0.01% of the 13F portfolio, value $10,606.

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

  7. period ended2025-03-31
    13F 157 shares
    Change vs previous 13F +2 shares

    <0.01% of the 13F portfolio, value $8,572.

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

  8. period ended2024-12-31
    13F 155 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $10,274.

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