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Bullock Wealth Management Group: WEC position timeline

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

Bullock Wealth Management Group held 4,207 WEC 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 4,207 shares
    Change vs previous 13F +61 shares

    0.18% of the 13F portfolio, value $427,983.

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

  2. period ended2026-06-30
    13F 4,146 shares
    Change vs previous 13F +48 shares

    0.21% of the 13F portfolio, value $481,826.

    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 4,098 shares
    Change vs previous 13F +22 shares

    0.24% of the 13F portfolio, value $476,096.

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

  4. period ended2025-12-31
    13F 4,076 shares
    Change vs previous 13F -5 shares

    0.21% of the 13F portfolio, value $429,845.

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

  5. period ended2025-09-30
    13F 4,081 shares
    Change vs previous 13F -26 shares

    0.23% of the 13F portfolio, value $461,114.

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

  6. period ended2025-06-30
    13F 4,107 shares
    Change vs previous 13F -506 shares

    0.23% of the 13F portfolio, value $430,177.

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

  7. period ended2025-03-31
    13F 4,613 shares
    Change vs previous 13F +15 shares

    0.28% of the 13F portfolio, value $502,283.

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

  8. period ended2024-12-31
    13F 4,598 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $432,401.

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