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Bullock Wealth Management Group: XLI position timeline

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

Bullock Wealth Management Group held 6,940 XLI 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 6,940 shares
    Change vs previous 13F +170 shares

    0.49% of the 13F portfolio, value $1,170,422.

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

  2. period ended2026-06-30
    13F 6,770 shares
    Change vs previous 13F +1,757 shares

    0.54% of the 13F portfolio, value $1,241,396.

    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 5,013 shares
    Change vs previous 13F +369 shares

    0.41% of the 13F portfolio, value $824,304.

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

  4. period ended2025-12-31
    13F 4,644 shares
    Change vs previous 13F +353 shares

    0.35% of the 13F portfolio, value $720,437.

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

  5. period ended2025-09-30
    13F 4,291 shares
    Change vs previous 13F +32 shares

    0.33% of the 13F portfolio, value $658,546.

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

  6. period ended2025-06-30
    13F 4,259 shares
    Change vs previous 13F +34 shares

    0.33% of the 13F portfolio, value $630,403.

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

  7. period ended2025-03-31
    13F 4,225 shares
    Change vs previous 13F +1,560 shares

    0.31% of the 13F portfolio, value $556,877.

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

  8. period ended2024-12-31
    13F 2,665 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $351,082.

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