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Bullock Wealth Management Group: XLU position timeline

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

Bullock Wealth Management Group held 33,058 XLU 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 33,058 shares
    Change vs previous 13F +760 shares

    0.54% of the 13F portfolio, value $1,311,605.

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

  2. period ended2026-06-30
    13F 32,298 shares
    Change vs previous 13F -4,352 shares

    0.63% of the 13F portfolio, value $1,445,978.

    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 36,650 shares
    Change vs previous 13F -3,587 shares

    0.85% of the 13F portfolio, value $1,689,942.

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

  4. period ended2025-12-31
    13F 40,237 shares
    Change vs previous 13F +26,077 shares

    0.84% of the 13F portfolio, value $1,717,704.

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

  5. period ended2025-09-30
    13F 14,160 shares
    Change vs previous 13F +38 shares

    0.62% of the 13F portfolio, value $1,244,419.

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

  6. period ended2025-06-30
    13F 14,122 shares
    Change vs previous 13F +122 shares

    0.61% of the 13F portfolio, value $1,157,138.

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

  7. period ended2025-03-31
    13F 14,000 shares
    Change vs previous 13F +1,259 shares

    0.62% of the 13F portfolio, value $1,106,707.

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

  8. period ended2024-12-31
    13F 12,741 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $964,350.

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