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Disclosery

Bison Wealth, LLC: DE position timeline

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

Bison Wealth, LLC held 557 DE 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 557 shares
    Change vs previous 13F -958 shares

    0.05% of the 13F portfolio, value $236,209.

    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 1,515 shares
    Change vs previous 13F -54 shares

    0.1% of the 13F portfolio, value $632,443.

    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 1,569 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $644,496.

    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 1,569 shares
    Change vs previous 13F -384 shares

    0.1% of the 13F portfolio, value $644,496.

    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 1,953 shares
    Change vs previous 13F +500 shares

    0.14% of the 13F portfolio, value $780,930.

    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 1,453 shares
    Change vs previous 13F -69 shares

    0.11% of the 13F portfolio, value $548,264.

    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 1,522 shares
    Change vs previous 13F +293 shares

    0.11% of the 13F portfolio, value $616,679.

    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 1,229 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $458,276.

    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).