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Disclosery

Bison Wealth, LLC: AVGO position timeline

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

Bison Wealth, LLC held 15,700 AVGO 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 15,700 shares
    Change vs previous 13F -14,328 shares

    0.8% of the 13F portfolio, value $3,639,847.

    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 30,028 shares
    Change vs previous 13F +27,693 shares

    0.83% of the 13F portfolio, value $5,179,875.

    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 2,335 shares
    Change vs previous 13F 0 shares

    0.5% of the 13F portfolio, value $3,094,730.

    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 2,335 shares
    Change vs previous 13F -394 shares

    0.5% of the 13F portfolio, value $3,094,730.

    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 2,729 shares
    Change vs previous 13F +195 shares

    0.54% of the 13F portfolio, value $3,046,767.

    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 2,534 shares
    Change vs previous 13F +545 shares

    0.41% of the 13F portfolio, value $2,104,701.

    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 1,989 shares
    Change vs previous 13F +173 shares

    0.32% of the 13F portfolio, value $1,724,969.

    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 1,816 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $1,139,849.

    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).