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Bullock Wealth Management Group: XLP position timeline

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

Bullock Wealth Management Group held 2,084 XLP 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 2,084 shares
    Change vs previous 13F -19 shares

    0.07% of the 13F portfolio, value $167,431.

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

  2. period ended2026-06-30
    13F 2,103 shares
    Change vs previous 13F +86 shares

    0.08% of the 13F portfolio, value $175,160.

    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 2,017 shares
    Change vs previous 13F -192 shares

    0.08% of the 13F portfolio, value $164,322.

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

  4. period ended2025-12-31
    13F 2,209 shares
    Change vs previous 13F -301 shares

    0.08% of the 13F portfolio, value $171,624.

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

  5. period ended2025-09-30
    13F 2,510 shares
    Change vs previous 13F -80 shares

    0.1% of the 13F portfolio, value $197,658.

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

  6. period ended2025-06-30
    13F 2,590 shares
    Change vs previous 13F -16 shares

    0.11% of the 13F portfolio, value $212,333.

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

  7. period ended2025-03-31
    13F 2,606 shares
    Change vs previous 13F -991 shares

    0.12% of the 13F portfolio, value $213,163.

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

  8. period ended2024-12-31
    13F 3,597 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $282,724.

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