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Disclosery

Bison Wealth, LLC: IEF position timeline

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

Bison Wealth, LLC held 212,029 IEF 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 212,029 shares
    Change vs previous 13F +113,663 shares

    4.32% of the 13F portfolio, value $19,602,060.

    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 98,366 shares
    Change vs previous 13F -25,190 shares

    1.54% of the 13F portfolio, value $9,651,672.

    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 123,556 shares
    Change vs previous 13F 0 shares

    1.9% of the 13F portfolio, value $11,695,812.

    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 123,556 shares
    Change vs previous 13F +99,965 shares

    1.9% of the 13F portfolio, value $11,695,812.

    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 23,591 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $2,273,920.

    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).