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Bullock Wealth Management Group: XLK position timeline

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

Bullock Wealth Management Group held 2,180 XLK 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 2,180 shares
    Change vs previous 13F +1 shares

    0.18% of the 13F portfolio, value $431,138.

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

  2. period ended2026-06-30
    13F 2,179 shares
    Change vs previous 13F -287 shares

    0.18% of the 13F portfolio, value $404,488.

    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 2,466 shares
    Change vs previous 13F +27 shares

    0.17% of the 13F portfolio, value $332,694.

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

  4. period ended2025-12-31
    13F 2,439 shares
    Change vs previous 13F +1,013 shares

    0.17% of the 13F portfolio, value $351,160.

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

  5. period ended2025-09-30
    13F 1,426 shares
    Change vs previous 13F +82 shares

    0.2% of the 13F portfolio, value $395,166.

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

  6. period ended2025-06-30
    13F 1,344 shares
    Change vs previous 13F +62 shares

    0.18% of the 13F portfolio, value $337,302.

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

  7. period ended2025-03-31
    13F 1,282 shares
    Change vs previous 13F -2,780 shares

    0.15% of the 13F portfolio, value $266,595.

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

  8. period ended2024-12-31
    13F 4,062 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $944,538.

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