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Disclosery

Bison Wealth, LLC: IEFA position timeline

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

Bison Wealth, LLC held 12,788 IEFA 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 12,788 shares
    Change vs previous 13F -3,129 shares

    0.2% of the 13F portfolio, value $898,731.

    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 15,917 shares
    Change vs previous 13F +3,922 shares

    0.2% of the 13F portfolio, value $1,242,360.

    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 11,995 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $890,271.

    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 11,995 shares
    Change vs previous 13F +1,337 shares

    0.14% of the 13F portfolio, value $890,271.

    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 10,658 shares
    Change vs previous 13F -93 shares

    0.13% of the 13F portfolio, value $749,822.

    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 10,751 shares
    Change vs previous 13F +2,497 shares

    0.13% of the 13F portfolio, value $691,803.

    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 8,254 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $557,169.

    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).