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Disclosery

Bullock Wealth Management Group: V position timeline

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

Bullock Wealth Management Group held 3,319 V 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 3,319 shares
    Change vs previous 13F +31 shares

    0.5% of the 13F portfolio, value $1,194,382.

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

  2. period ended2026-06-30
    13F 3,288 shares
    Change vs previous 13F -662 shares

    0.5% of the 13F portfolio, value $1,154,329.

    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 3,950 shares
    Change vs previous 13F -386 shares

    0.59% of the 13F portfolio, value $1,179,177.

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

  4. period ended2025-12-31
    13F 4,336 shares
    Change vs previous 13F +291 shares

    0.74% of the 13F portfolio, value $1,520,537.

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

  5. period ended2025-09-30
    13F 4,045 shares
    Change vs previous 13F -91 shares

    0.7% of the 13F portfolio, value $1,407,051.

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

  6. period ended2025-06-30
    13F 4,136 shares
    Change vs previous 13F +23 shares

    0.78% of the 13F portfolio, value $1,470,301.

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

  7. period ended2025-03-31
    13F 4,113 shares
    Change vs previous 13F +183 shares

    0.8% of the 13F portfolio, value $1,424,697.

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

  8. period ended2024-12-31
    13F 3,930 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $1,242,147.

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