★
Trade Filings
Managers Stocks Filings Superinvestors
Signals Institutional Buying Institutional Selling Insider Activity 13D & 13G Watch Sector Rotation
Tools Stock Screener Manager Screener Compare Managers Consensus Baskets All Research Tools Data API
Learn & AI Learn Ask the Data AI Agents
News ★ Saved
About About us Methodology Contact Disclaimer
Reader
DATA PLANS

Historical data downloads: coming with accounts.

API GATEWAY

Free read-only JSON access to the site's cached data.

Dark mode

Guided View
New to markets (prices, yields, YTD, market cap)? We explain every term as you browse, in plain English. Same data, with the help built in.

Expert View
You already know the market. Just the data: clean, fast and compact, with no extra explanations. This is the default view.

Interface language
Manager record

Bullock Wealth Management Group

CIK 2067581 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$733.91MReported 13F valueQ3 2026 · as filed
2,989Holdings listed
-60.2%vs prior quartervalue change includes market moves
2Quarters on record
Oct 16Latest filed
Reported 13F value by quarter, Q2 2026 to Q3 2026Q2 2026: $1.8B$1.8BQ2 20265,939 holdingsQ3 2026: $733.9M$733.9MQ3 20262,989 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Oct 16 2026 13F-HR · period Q3 2026

$133.30M · 594 holdings listed · View original SEC filing ↗

Oct 16 2026 13F-HR · period Q3 2026

$120.32M · 597 holdings listed · View original SEC filing ↗

Oct 16 2026 13F-HR · period Q3 2026

$126.29M · 593 holdings listed · View original SEC filing ↗

Oct 16 2026 13F-HR · period Q3 2026

$112.77M · 576 holdings listed · View original SEC filing ↗

Oct 09 2026 13F-HR · period Q3 2026

$241.23M · 629 holdings listed · View original SEC filing ↗

Sep 24 2026 13F-HR · period Q2 2026

$188.80M · 591 holdings listed · View original SEC filing ↗

Sep 24 2026 13F-HR · period Q2 2026

$201.12M · 620 holdings listed · View original SEC filing ↗

Sep 24 2026 13F-HR · period Q2 2026

$165.89M · 576 holdings listed · View original SEC filing ↗

Sep 24 2026 13F-HR · period Q2 2026

$152.63M · 569 holdings listed · View original SEC filing ↗

Sep 24 2026 13F-HR · period Q2 2026

$149.27M · 570 holdings listed · View original SEC filing ↗

Sep 24 2026 13F-HR · period Q2 2026

$178.93M · 577 holdings listed · View original SEC filing ↗

Sep 24 2026 13F-HR · period Q2 2026

$171.46M · 602 holdings listed · View original SEC filing ↗

Sep 10 2026 13F-HR · period Q2 2026

$204.54M · 605 holdings listed · View original SEC filing ↗

Sep 10 2026 13F-HR · period Q2 2026

$199.36M · 621 holdings listed · View original SEC filing ↗

Aug 19 2026 13F-HR · period Q2 2026

$230.58M · 608 holdings listed · View original SEC filing ↗

Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q3 2026 · latest filing Oct 16, 2026 · Change methodology