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Disclosery

Bullock Wealth Management Group: WM position timeline

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

Bullock Wealth Management Group held 1,618 WM 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 1,618 shares
    Change vs previous 13F +1 shares

    0.14% of the 13F portfolio, value $326,606.

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

  2. period ended2026-06-30
    13F 1,617 shares
    Change vs previous 13F +751 shares

    0.16% of the 13F portfolio, value $362,262.

    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 866 shares
    Change vs previous 13F -41 shares

    0.1% of the 13F portfolio, value $199,978.

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

  4. period ended2025-12-31
    13F 907 shares
    Change vs previous 13F +144 shares

    0.1% of the 13F portfolio, value $199,323.

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

  5. period ended2025-09-30
    13F 763 shares
    Change vs previous 13F -11 shares

    0.08% of the 13F portfolio, value $167,774.

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

  6. period ended2025-06-30
    13F 774 shares
    Change vs previous 13F -30 shares

    0.09% of the 13F portfolio, value $177,055.

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

  7. period ended2025-03-31
    13F 804 shares
    Change vs previous 13F -23 shares

    0.11% of the 13F portfolio, value $187,900.

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

  8. period ended2024-12-31
    13F 827 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $166,962.

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