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Bullock Wealth Management Group: WMT position timeline

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

Bullock Wealth Management Group held 16,489 WMT 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 16,489 shares
    Change vs previous 13F +758 shares

    0.71% of the 13F portfolio, value $1,719,179.

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

  2. period ended2026-06-30
    13F 15,731 shares
    Change vs previous 13F +5,052 shares

    0.74% of the 13F portfolio, value $1,711,805.

    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 10,679 shares
    Change vs previous 13F +1,429 shares

    0.67% of the 13F portfolio, value $1,332,090.

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

  4. period ended2025-12-31
    13F 9,250 shares
    Change vs previous 13F +378 shares

    0.5% of the 13F portfolio, value $1,030,514.

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

  5. period ended2025-09-30
    13F 8,872 shares
    Change vs previous 13F -164 shares

    0.45% of the 13F portfolio, value $904,568.

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

  6. period ended2025-06-30
    13F 9,036 shares
    Change vs previous 13F -30 shares

    0.47% of the 13F portfolio, value $887,659.

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

  7. period ended2025-03-31
    13F 9,066 shares
    Change vs previous 13F -2,362 shares

    0.45% of the 13F portfolio, value $805,370.

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

  8. period ended2024-12-31
    13F 11,428 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $1,032,504.

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