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Bullock Wealth Management Group: XLV position timeline

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

Bullock Wealth Management Group held 4,472 XLV 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 4,472 shares
    Change vs previous 13F +84 shares

    0.31% of the 13F portfolio, value $743,284.

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

  2. period ended2026-06-30
    13F 4,388 shares
    Change vs previous 13F +216 shares

    0.3% of the 13F portfolio, value $700,071.

    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 4,172 shares
    Change vs previous 13F -115 shares

    0.31% of the 13F portfolio, value $616,269.

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

  4. period ended2025-12-31
    13F 4,287 shares
    Change vs previous 13F +375 shares

    0.32% of the 13F portfolio, value $663,594.

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

  5. period ended2025-09-30
    13F 3,912 shares
    Change vs previous 13F -131 shares

    0.28% of the 13F portfolio, value $560,005.

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

  6. period ended2025-06-30
    13F 4,043 shares
    Change vs previous 13F -39 shares

    0.29% of the 13F portfolio, value $552,761.

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

  7. period ended2025-03-31
    13F 4,082 shares
    Change vs previous 13F +432 shares

    0.33% of the 13F portfolio, value $585,050.

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

  8. period ended2024-12-31
    13F 3,650 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $502,097.

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