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CIK 0002067581 • 15 13F filings • Aug 19, 2026 – Oct 16, 2026
Import this data to Google Sheets with:
=jivedata("bullock-wealth-management-group","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| 13F-HR |
| 0002067581-26-000009 |
| $171.5M |
| View |
| Oct 9, 2026 | Q3 2026 | 13F-HR | 0002067581-26-000013 | $241.2M | View |
| Sep 24, 2026 | Q3 2025 | 13F-HR | 0002067581-26-000006 | $201.1M | View |
| Sep 24, 2026 | Q3 2024 | 13F-HR | 0002067581-26-000010 | $165.9M | View |
| Aug 19, 2026 | Q2 2026 | 13F-HR | 0002067581-26-000001 | $230.6M | View |
| Sep 24, 2026 | Q2 2025 | 13F-HR | 0002067581-26-000007 | $188.8M | View |
| Sep 24, 2026 | Q2 2024 | 13F-HR | 0002067581-26-000011 | $152.6M | View |
| Sep 10, 2026 | Q1 2026 | 13F-HR | 0002067581-26-000004 | $199.4M | View |
| Sep 24, 2026 | Q1 2025 | 13F-HR | 0002067581-26-000008 | $178.9M | View |
| Sep 24, 2026 | Q1 2024 | 13F-HR | 0002067581-26-000012 | $149.3M | View |