Seven Form 13F filings were listed for September 24, 2026

The Form 13F index lists seven filings for September 24, 2026. The filings include seven selected reports for Bullock Wealth Management Group, each associated with a different reported quarter from Q1 2024 through Q3 2025. The filing date is the same for those reports; their portfolio dates are historical quarter-ends, not current-position dates.

The quarter-by-quarter count is one filing for Q1 2024, one for Q2 2024, one for Q3 2024 and one for Q4 2024. The listed count is also one filing for each of Q1 2025, Q2 2025 and Q3 2025. These counts describe the reported-quarter breakdown of the index entries; they do not show how many filings appeared on other dates.

The latest portfolio date among the selected reports is September 30, 2025. That filing, submitted on September 24, 2026, reports securities valued at $201,124,590 and 620 entries. The report for June 30, 2025, filed the same day, lists $188,802,065 in reported securities value and 591 entries. Those are figures from separate historical reports, not evidence of trades or present ownership.

The other selected reports put reported securities value at $178,926,452 for March 31, 2025, and $171,460,277 for December 31, 2024. The September 30, 2024, report lists $165,892,164; the June 30, 2024, report lists $152,634,049; and the March 31, 2024, report lists $149,272,739. Each amount belongs to its stated portfolio date.

The reported securities values are not total assets under management. Reading the series as a current portfolio change would also go beyond what these filings establish: they describe different historical quarter-ends, and the records do not establish current ownership or trading activity. The filing date therefore should not be mistaken for the date of the portfolio being reported.

The selected-position records below offer a small view into one of those historical reports: the September 30, 2025, filing. They show the first selected rows in the information table, not the largest holdings, a ranking or a portfolio allocation. The examples are useful as reported entries, but should not be read as a complete picture of the firm’s portfolio.