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Disclosery

Bullock Wealth Management Group: TER position timeline

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

Bullock Wealth Management Group held 22 TER 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 22 shares
    Change vs previous 13F -47 shares

    <0.01% of the 13F portfolio, value $9,147.

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

  2. period ended2026-06-30
    13F 69 shares
    Change vs previous 13F +69 shares

    0.01% of the 13F portfolio, value $29,486.

    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 ended2025-03-31
    13F 0 shares
    Change vs previous 13F -179 shares

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

    Exited: the 13F for this period no longer lists the position.

  4. period ended2024-12-31
    13F 179 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $22,540.

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