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Disclosery

Bison Wealth, LLC: EPD position timeline

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

Bison Wealth, LLC held 9,871 EPD 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 9,871 shares
    Change vs previous 13F -4,348 shares

    0.07% of the 13F portfolio, value $309,563.

    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 14,219 shares
    Change vs previous 13F -9,822 shares

    0.07% of the 13F portfolio, value $413,927.

    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 24,041 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $701,521.

    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 24,041 shares
    Change vs previous 13F +1,030 shares

    0.11% of the 13F portfolio, value $701,521.

    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 23,011 shares
    Change vs previous 13F +3,823 shares

    0.11% of the 13F portfolio, value $606,345.

    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 19,188 shares
    Change vs previous 13F +167 shares

    0.1% of the 13F portfolio, value $525,177.

    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 19,021 shares
    Change vs previous 13F +7,439 shares

    0.09% of the 13F portfolio, value $501,206.

    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 11,582 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $298,346.

    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).