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Disclosery

Bison Wealth, LLC: BIL position timeline

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

Bison Wealth, LLC held 99,276 BIL 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 99,276 shares
    Change vs previous 13F -12,275 shares

    2% of the 13F portfolio, value $9,076,804.

    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 111,551 shares
    Change vs previous 13F +39,338 shares

    1.63% of the 13F portfolio, value $10,241,549.

    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 72,213 shares
    Change vs previous 13F 0 shares

    1.08% of the 13F portfolio, value $6,629,122.

    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 72,213 shares
    Change vs previous 13F -3,945 shares

    1.08% of the 13F portfolio, value $6,629,122.

    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 76,158 shares
    Change vs previous 13F +18,256 shares

    1.23% of the 13F portfolio, value $6,960,050.

    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 57,902 shares
    Change vs previous 13F +52,693 shares

    1.03% of the 13F portfolio, value $5,316,587.

    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 5,209 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $478,296.

    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).