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Disclosery

Bison Wealth, LLC: JEPI position timeline

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

Bison Wealth, LLC held 8,052 JEPI 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 8,052 shares
    Change vs previous 13F -9,232 shares

    0.1% of the 13F portfolio, value $463,249.

    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 17,284 shares
    Change vs previous 13F +2,024 shares

    0.16% of the 13F portfolio, value $1,028,586.

    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 15,260 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $882,967.

    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 15,260 shares
    Change vs previous 13F +510 shares

    0.14% of the 13F portfolio, value $882,967.

    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 14,750 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $810,968.

    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).