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Bullock Wealth Management Group: XLC position timeline

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

Bullock Wealth Management Group held 19,718 XLC 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 19,718 shares
    Change vs previous 13F +294 shares

    0.9% of the 13F portfolio, value $2,167,829.

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

  2. period ended2026-06-30
    13F 19,424 shares
    Change vs previous 13F -1,061 shares

    0.93% of the 13F portfolio, value $2,131,592.

    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 20,485 shares
    Change vs previous 13F -1,793 shares

    1.14% of the 13F portfolio, value $2,278,697.

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

  4. period ended2025-12-31
    13F 22,278 shares
    Change vs previous 13F +1,617 shares

    1.28% of the 13F portfolio, value $2,622,508.

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

  5. period ended2025-09-30
    13F 20,661 shares
    Change vs previous 13F -10 shares

    1.2% of the 13F portfolio, value $2,410,385.

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

  6. period ended2025-06-30
    13F 20,671 shares
    Change vs previous 13F +163 shares

    1.18% of the 13F portfolio, value $2,227,483.

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

  7. period ended2025-03-31
    13F 20,508 shares
    Change vs previous 13F +5,122 shares

    1.11% of the 13F portfolio, value $1,979,192.

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

  8. period ended2024-12-31
    13F 15,386 shares
    Change vs previous 13F not available

    0.87% of the 13F portfolio, value $1,489,551.

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