Bullock Wealth Management Group
- SEC CIK
- 0002067581
- Latest filing
- Aug 19, 2026
IBKR holding history
Interactive Brokers Group, Inc. in every 13F filed by Bullock Wealth Management Group, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
IBKR overviewAll 13F holders of IBKRFull Q2 2026 holdings
- Shares (Q2 2026)
- 8,679
- Value
- $809.3K
- % of portfolio
- 0.4%
- Quarters held
- 4
- Since Q3 2025
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 8,679 | $809.3K | 0.4% | +3,393+64.2% | Added | Holders |
| Q1 2026 | 5,286 | $358.9K | 0.2% | +1,338+33.9% | Added | Holders |
| Q4 2025 | 3,948 | $253.9K | 0.1% | +3,756+1,956.3% | Added | Holders |
| Q3 2025 | 192 | $13.2K | <0.1% | +192 | New | Holders |