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Bullock Wealth Management Group: XLY position timeline

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

Bullock Wealth Management Group held 13,438 XLY 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 13,438 shares
    Change vs previous 13F +271 shares

    0.61% of the 13F portfolio, value $1,462,925.

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

  2. period ended2026-06-30
    13F 13,167 shares
    Change vs previous 13F -2,446 shares

    0.67% of the 13F portfolio, value $1,554,916.

    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 15,613 shares
    Change vs previous 13F -1,661 shares

    0.86% of the 13F portfolio, value $1,714,346.

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

  4. period ended2025-12-31
    13F 17,274 shares
    Change vs previous 13F +9,670 shares

    1.01% of the 13F portfolio, value $2,062,687.

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

  5. period ended2025-09-30
    13F 7,604 shares
    Change vs previous 13F +34 shares

    0.91% of the 13F portfolio, value $1,831,520.

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

  6. period ended2025-06-30
    13F 7,570 shares
    Change vs previous 13F +117 shares

    0.88% of the 13F portfolio, value $1,652,196.

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

  7. period ended2025-03-31
    13F 7,453 shares
    Change vs previous 13F +796 shares

    0.83% of the 13F portfolio, value $1,487,035.

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

  8. period ended2024-12-31
    13F 6,657 shares
    Change vs previous 13F not available

    0.87% of the 13F portfolio, value $1,493,507.

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