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Disclosery

Bullock Wealth Management Group: WRD position timeline

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

Bullock Wealth Management Group held 0 WRD 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 0 shares
    Change vs previous 13F -120 shares

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-06-30
    13F 120 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $685.

    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 120 shares
    Change vs previous 13F -65 shares

    <0.01% of the 13F portfolio, value $947.

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

  4. period ended2025-12-31
    13F 185 shares
    Change vs previous 13F +77 shares

    <0.01% of the 13F portfolio, value $1,606.

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

  5. period ended2025-09-30
    13F 108 shares
    Change vs previous 13F -44 shares

    <0.01% of the 13F portfolio, value $1,115.

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

  6. period ended2025-06-30
    13F 152 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,161.

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