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Bullock Wealth Management Group: T position timeline

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

Bullock Wealth Management Group held 14,705 T 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 14,705 shares
    Change vs previous 13F +106 shares

    0.15% of the 13F portfolio, value $357,328.

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

  2. period ended2026-06-30
    13F 14,599 shares
    Change vs previous 13F +79 shares

    0.13% of the 13F portfolio, value $298,984.

    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 14,520 shares
    Change vs previous 13F +58 shares

    0.21% of the 13F portfolio, value $411,070.

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

  4. period ended2025-12-31
    13F 14,462 shares
    Change vs previous 13F +99 shares

    0.18% of the 13F portfolio, value $359,234.

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

  5. period ended2025-09-30
    13F 14,363 shares
    Change vs previous 13F -19 shares

    0.2% of the 13F portfolio, value $395,707.

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

  6. period ended2025-06-30
    13F 14,382 shares
    Change vs previous 13F -158 shares

    0.22% of the 13F portfolio, value $415,346.

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

  7. period ended2025-03-31
    13F 14,540 shares
    Change vs previous 13F -252 shares

    0.23% of the 13F portfolio, value $414,096.

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

  8. period ended2024-12-31
    13F 14,792 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $336,817.

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