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Disclosery

Bison Wealth, LLC: COST position timeline

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

Bison Wealth, LLC held 1,971 COST 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 1,971 shares
    Change vs previous 13F -409 shares

    0.4% of the 13F portfolio, value $1,806,044.

    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 2,380 shares
    Change vs previous 13F -2,290 shares

    0.34% of the 13F portfolio, value $2,110,068.

    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 4,670 shares
    Change vs previous 13F 0 shares

    0.56% of the 13F portfolio, value $3,421,387.

    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 4,670 shares
    Change vs previous 13F +221 shares

    0.56% of the 13F portfolio, value $3,421,387.

    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 4,449 shares
    Change vs previous 13F +153 shares

    0.52% of the 13F portfolio, value $2,936,605.

    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 4,296 shares
    Change vs previous 13F -63 shares

    0.47% of the 13F portfolio, value $2,426,656.

    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 4,359 shares
    Change vs previous 13F +1,280 shares

    0.44% of the 13F portfolio, value $2,347,014.

    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 3,079 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $1,545,154.

    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).