Bullock Wealth Management’s Swarmer Inc SWMR Stock Holding History

Bullock Wealth Management’s Portfolio SWMR Stock Details SWMR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$2.1K	Buy	+128	New	+$4.55K	﹤0.01%	555

Other funds holding SWMR

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Magnus Financial Group New York $1.5B AUM 16.47% 1-Year Est. Return

Veracity Capital Atlanta, Georgia $372M AUM 32.95% 1-Year Est. Return

T3 Companies New York $103M AUM 54.73% 1-Year Est. Return

Pacific Capital Wealth Advisors Corona, California $698M AUM 9.63% 1-Year Est. Return

FNY Investment Advisers New York $402M AUM 85.9% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Hilltop National Bank Casper, Wyoming $465M AUM 31.11% 1-Year Est. Return

Bullock Wealth Management's SWMR Position: Q3 2026 in Review

Bullock Wealth Management opened a new position in Swarmer Inc (SWMR) in Q3 2026: 128 shares worth $2.1K. The stake represents ﹤0.01% of the portfolio and ranks #555 among its holdings.

16 funds tracked by Wall St. Rank hold SWMR as of Q3 2026.

Bullock Wealth Management held 128 shares of Swarmer Inc worth $2.1K as of Q3 2026.
Swarmer Inc was a new Bullock Wealth Management position in Q3 2026.
Swarmer Inc made up ﹤0.01% of Bullock Wealth Management's portfolio in Q3 2026, its #555 holding.
16 funds tracked by Wall St. Rank held Swarmer Inc as of Q3 2026.

Based on Bullock Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.