Skip to content
Disclosery

Bullock Wealth Management Group: SPY position timeline

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

Bullock Wealth Management Group held 1,183 SPY 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 1,183 shares
    Change vs previous 13F -449 shares

    0.37% of the 13F portfolio, value $903,476.

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

  2. period ended2026-06-30
    13F 1,632 shares
    Change vs previous 13F -108 shares

    0.53% of the 13F portfolio, value $1,216,874.

    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 1,740 shares
    Change vs previous 13F +140 shares

    0.57% of the 13F portfolio, value $1,140,156.

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

  4. period ended2025-12-31
    13F 1,600 shares
    Change vs previous 13F -179 shares

    0.53% of the 13F portfolio, value $1,090,794.

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

  5. period ended2025-09-30
    13F 1,779 shares
    Change vs previous 13F +39 shares

    0.59% of the 13F portfolio, value $1,187,907.

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

  6. period ended2025-06-30
    13F 1,740 shares
    Change vs previous 13F +458 shares

    0.57% of the 13F portfolio, value $1,074,707.

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

  7. period ended2025-03-31
    13F 1,282 shares
    Change vs previous 13F -20 shares

    0.4% of the 13F portfolio, value $719,340.

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

  8. period ended2024-12-31
    13F 1,302 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $763,117.

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