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Disclosery

Bison Wealth, LLC: HD position timeline

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

Bison Wealth, LLC held 7,313 HD 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 7,313 shares
    Change vs previous 13F -9,770 shares

    0.63% of the 13F portfolio, value $2,844,556.

    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 17,083 shares
    Change vs previous 13F -5,091 shares

    1.1% of the 13F portfolio, value $6,922,371.

    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 22,174 shares
    Change vs previous 13F 0 shares

    1.38% of the 13F portfolio, value $8,505,793.

    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 22,174 shares
    Change vs previous 13F -231 shares

    1.38% of the 13F portfolio, value $8,505,793.

    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 22,405 shares
    Change vs previous 13F +262 shares

    1.38% of the 13F portfolio, value $7,764,530.

    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 22,143 shares
    Change vs previous 13F -1,358 shares

    1.3% of the 13F portfolio, value $6,690,614.

    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 23,501 shares
    Change vs previous 13F +3,619 shares

    1.36% of the 13F portfolio, value $7,300,222.

    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 19,882 shares
    Change vs previous 13F not available

    1.78% of the 13F portfolio, value $5,719,754.

    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).