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Disclosery

Bison Wealth, LLC: C position timeline

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

Bison Wealth, LLC held 0 C shares at 2023-12-31 per its 13F-HR filed 2024-01-30.

the latest 13F is the newest step

  1. period ended2023-12-31
    13F 0 shares
    Change vs previous 13F -17,217 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2023-09-30
    13F 17,217 shares
    Change vs previous 13F -16,732 shares

    0.14% of the 13F portfolio, value $708,134.

    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).

  3. period ended2023-06-30
    13F 33,949 shares
    Change vs previous 13F +6,890 shares

    0.29% of the 13F portfolio, value $1,562,995.

    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).

  4. period ended2023-03-31
    13F 27,059 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $1,245,526.

    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).