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Disclosery

Bullock Wealth Management Group: TRV position timeline

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

Bullock Wealth Management Group held 4,680 TRV 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 4,680 shares
    Change vs previous 13F +35 shares

    0.7% of the 13F portfolio, value $1,692,408.

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

  2. period ended2026-06-30
    13F 4,645 shares
    Change vs previous 13F +347 shares

    0.67% of the 13F portfolio, value $1,554,333.

    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 4,298 shares
    Change vs previous 13F -178 shares

    0.63% of the 13F portfolio, value $1,248,710.

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

  4. period ended2025-12-31
    13F 4,476 shares
    Change vs previous 13F +76 shares

    0.64% of the 13F portfolio, value $1,298,212.

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

  5. period ended2025-09-30
    13F 4,400 shares
    Change vs previous 13F -35 shares

    0.61% of the 13F portfolio, value $1,219,799.

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

  6. period ended2025-06-30
    13F 4,435 shares
    Change vs previous 13F +133 shares

    0.63% of the 13F portfolio, value $1,184,213.

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

  7. period ended2025-03-31
    13F 4,302 shares
    Change vs previous 13F -316 shares

    0.64% of the 13F portfolio, value $1,137,959.

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

  8. period ended2024-12-31
    13F 4,618 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $1,112,329.

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