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Disclosery

Bison Wealth, LLC: CDC position timeline

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

Bison Wealth, LLC held 0 CDC shares at 2024-09-30 per its 13F-HR filed 2024-11-05.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 0 shares
    Change vs previous 13F -7,389 shares

    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).

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

  2. period ended2024-06-30
    13F 7,389 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $439,857.

    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).

  3. period ended2024-03-31
    13F 7,389 shares
    Change vs previous 13F -5,481 shares

    0.07% of the 13F portfolio, value $439,857.

    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).

  4. period ended2023-12-31
    13F 12,870 shares
    Change vs previous 13F -8,399 shares

    0.13% of the 13F portfolio, value $728,051.

    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).

  5. period ended2023-09-30
    13F 21,269 shares
    Change vs previous 13F -26,939 shares

    0.23% of the 13F portfolio, value $1,188,088.

    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).

  6. period ended2023-06-30
    13F 48,208 shares
    Change vs previous 13F +14,290 shares

    0.52% of the 13F portfolio, value $2,776,764.

    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).

  7. period ended2023-03-31
    13F 33,918 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $1,982,842.

    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).