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Disclosery

Bison Wealth, LLC: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Bison Wealth, LLC on AAPL, newest first. How the timeline and the estimate are built.

Bison Wealth, LLC held 67,541 AAPL shares at 2024-12-31 per its 13F-HR filed 2025-02-14.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 67,541 shares
    Change vs previous 13F -25,006 shares

    3.73% of the 13F portfolio, value $16,913,709.

    13F-HR 0001172661-25-001285 filed by Bison Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2024-09-30
    13F 92,547 shares
    Change vs previous 13F -79,316 shares

    3.44% of the 13F portfolio, value $21,563,464.

    13F-HR 0001172661-24-004465 filed by Bison Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-06-30
    13F 171,863 shares
    Change vs previous 13F 0 shares

    4.8% of the 13F portfolio, value $29,471,039.

    13F-HR 0001172661-24-002986 filed by Bison Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-03-31
    13F 171,863 shares
    Change vs previous 13F +199 shares

    4.79% of the 13F portfolio, value $29,471,039.

    13F-HR 0001172661-24-002121 filed by Bison Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2023-12-31
    13F 171,664 shares
    Change vs previous 13F +3,367 shares

    5.85% of the 13F portfolio, value $33,050,373.

    13F-HR 0001172661-24-000384 filed by Bison Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2023-09-30
    13F 168,297 shares
    Change vs previous 13F -5,842 shares

    5.6% of the 13F portfolio, value $28,814,116.

    13F-HR 0001172661-23-003718 filed by Bison Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2023-06-30
    13F 174,139 shares
    Change vs previous 13F +72,889 shares

    6.27% of the 13F portfolio, value $33,777,819.

    13F-HR 0001172661-23-003169 filed by Bison Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2023-03-31
    13F 101,250 shares
    Change vs previous 13F not available

    5.46% of the 13F portfolio, value $17,592,260.

    13F-HR 0001172661-23-002097 filed by Bison Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).