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Disclosery

Bison Wealth, LLC: ET position timeline

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

Bison Wealth, LLC held 31,892 ET 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 31,892 shares
    Change vs previous 13F -1,949 shares

    0.14% of the 13F portfolio, value $624,773.

    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 33,841 shares
    Change vs previous 13F +1,143 shares

    0.09% of the 13F portfolio, value $543,158.

    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 32,698 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $514,333.

    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 32,698 shares
    Change vs previous 13F +4,005 shares

    0.08% of the 13F portfolio, value $514,333.

    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 28,693 shares
    Change vs previous 13F +1,866 shares

    0.07% of the 13F portfolio, value $395,967.

    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 26,827 shares
    Change vs previous 13F +1,944 shares

    0.07% of the 13F portfolio, value $376,384.

    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 24,883 shares
    Change vs previous 13F +1,872 shares

    0.06% of the 13F portfolio, value $316,009.

    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 23,011 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $283,958.

    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).