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Disclosery

Bison Wealth, LLC: IWF position timeline

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

Bison Wealth, LLC held 22,897 IWF 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 22,897 shares
    Change vs previous 13F +3,888 shares

    2.03% of the 13F portfolio, value $9,194,904.

    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 19,009 shares
    Change vs previous 13F +5,320 shares

    1.14% of the 13F portfolio, value $7,135,790.

    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 13,689 shares
    Change vs previous 13F 0 shares

    0.75% of the 13F portfolio, value $4,613,774.

    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 13,689 shares
    Change vs previous 13F +167 shares

    0.75% of the 13F portfolio, value $4,613,774.

    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 13,522 shares
    Change vs previous 13F +5,237 shares

    0.73% of the 13F portfolio, value $4,099,455.

    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 8,285 shares
    Change vs previous 13F +7,362 shares

    0.43% of the 13F portfolio, value $2,203,633.

    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 923 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $253,894.

    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).