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Bullock Wealth Management Group: XLF position timeline

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

Bullock Wealth Management Group held 18,332 XLF 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 18,332 shares
    Change vs previous 13F +210 shares

    0.41% of the 13F portfolio, value $980,024.

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

  2. period ended2026-06-30
    13F 18,122 shares
    Change vs previous 13F -7,811 shares

    0.43% of the 13F portfolio, value $992,726.

    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 25,933 shares
    Change vs previous 13F -1,988 shares

    0.64% of the 13F portfolio, value $1,282,124.

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

  4. period ended2025-12-31
    13F 27,921 shares
    Change vs previous 13F +1,885 shares

    0.75% of the 13F portfolio, value $1,529,234.

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

  5. period ended2025-09-30
    13F 26,036 shares
    Change vs previous 13F -274 shares

    0.69% of the 13F portfolio, value $1,389,636.

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

  6. period ended2025-06-30
    13F 26,310 shares
    Change vs previous 13F +655 shares

    0.73% of the 13F portfolio, value $1,385,479.

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

  7. period ended2025-03-31
    13F 25,655 shares
    Change vs previous 13F +2,689 shares

    0.71% of the 13F portfolio, value $1,276,325.

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

  8. period ended2024-12-31
    13F 22,966 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $1,109,959.

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