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Disclosery

Bison Wealth, LLC: EFG position timeline

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

Bison Wealth, LLC held 11,804 EFG 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 11,804 shares
    Change vs previous 13F -18,849 shares

    0.25% of the 13F portfolio, value $1,142,963.

    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 30,653 shares
    Change vs previous 13F -3,132 shares

    0.53% of the 13F portfolio, value $3,299,845.

    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 33,785 shares
    Change vs previous 13F 0 shares

    0.57% of the 13F portfolio, value $3,506,520.

    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 33,785 shares
    Change vs previous 13F +9,317 shares

    0.57% of the 13F portfolio, value $3,506,520.

    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 24,468 shares
    Change vs previous 13F +3,913 shares

    0.42% of the 13F portfolio, value $2,369,734.

    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 20,555 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $1,773,897.

    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).