Skip to content
Disclosery

Bison Wealth, LLC: ADI position timeline

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

Bison Wealth, LLC held 960 ADI 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 960 shares
    Change vs previous 13F -5,985 shares

    0.04% of the 13F portfolio, value $203,964.

    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 6,945 shares
    Change vs previous 13F -242 shares

    0.25% of the 13F portfolio, value $1,598,691.

    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 7,187 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $1,421,495.

    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 7,187 shares
    Change vs previous 13F -60 shares

    0.23% of the 13F portfolio, value $1,421,495.

    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 7,247 shares
    Change vs previous 13F +434 shares

    0.25% of the 13F portfolio, value $1,439,046.

    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 6,813 shares
    Change vs previous 13F +91 shares

    0.23% of the 13F portfolio, value $1,192,914.

    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 6,722 shares
    Change vs previous 13F +821 shares

    0.24% of the 13F portfolio, value $1,309,450.

    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 5,901 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $1,065,662.

    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).