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Bullock Wealth Management Group: XLB position timeline

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

Bullock Wealth Management Group held 13,549 XLB 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 13,549 shares
    Change vs previous 13F +295 shares

    0.27% of the 13F portfolio, value $658,142.

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

  2. period ended2026-06-30
    13F 13,254 shares
    Change vs previous 13F +949 shares

    0.29% of the 13F portfolio, value $676,224.

    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 12,305 shares
    Change vs previous 13F -320 shares

    0.31% of the 13F portfolio, value $620,894.

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

  4. period ended2025-12-31
    13F 12,625 shares
    Change vs previous 13F +6,746 shares

    0.28% of the 13F portfolio, value $572,533.

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

  5. period ended2025-09-30
    13F 5,879 shares
    Change vs previous 13F +36 shares

    0.26% of the 13F portfolio, value $521,932.

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

  6. period ended2025-06-30
    13F 5,843 shares
    Change vs previous 13F +112 shares

    0.28% of the 13F portfolio, value $526,348.

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

  7. period ended2025-03-31
    13F 5,731 shares
    Change vs previous 13F +1,592 shares

    0.28% of the 13F portfolio, value $494,543.

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

  8. period ended2024-12-31
    13F 4,139 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $348,224.

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