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Bulltick Wealth Management, LLC: IBDR position timeline

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

Bulltick Wealth Management, LLC held 11,655 IBDR shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,655 shares
    Change vs previous 13F -83,775 shares

    0.06% of the 13F portfolio, value $282,401.

    13F-HR 0001214659-26-009198 filed by Bulltick Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 95,430 shares
    Change vs previous 13F -355,085 shares

    0.51% of the 13F portfolio, value $2,313,223.

    13F-HR 0001214659-26-005091 filed by Bulltick Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 450,515 shares
    Change vs previous 13F 0 shares

    2.32% of the 13F portfolio, value $10,915,978.

    13F-HR 0001214659-26-001829 filed by Bulltick Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 450,515 shares
    Change vs previous 13F 0 shares

    2.59% of the 13F portfolio, value $10,947,515.

    13F-HR 0001214659-25-016371 filed by Bulltick Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 450,515 shares
    Change vs previous 13F 0 shares

    2.7% of the 13F portfolio, value $10,924,989.

    13F-HR 0001214659-25-011768 filed by Bulltick Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 450,515 shares
    Change vs previous 13F -414,950 shares

    2.89% of the 13F portfolio, value $10,906,968.

    13F-HR 0001214659-25-007420 filed by Bulltick Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 865,465 shares
    Change vs previous 13F 0 shares

    4.91% of the 13F portfolio, value $20,831,743.

    13F-HR 0001214659-25-002631 filed by Bulltick Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 865,465 shares
    Change vs previous 13F not available

    5.22% of the 13F portfolio, value $21,030,800.

    13F-HR 0001214659-24-019059 filed by Bulltick Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).