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Disclosery

Bison Wealth, LLC: MA position timeline

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

Bison Wealth, LLC held 1,316 MA 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 1,316 shares
    Change vs previous 13F -4,429 shares

    0.15% of the 13F portfolio, value $693,026.

    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 5,745 shares
    Change vs previous 13F -2,265 shares

    0.45% of the 13F portfolio, value $2,836,922.

    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 8,010 shares
    Change vs previous 13F 0 shares

    0.63% of the 13F portfolio, value $3,857,509.

    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 8,010 shares
    Change vs previous 13F -89 shares

    0.63% of the 13F portfolio, value $3,857,509.

    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 8,099 shares
    Change vs previous 13F +161 shares

    0.61% of the 13F portfolio, value $3,454,400.

    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 7,938 shares
    Change vs previous 13F +756 shares

    0.61% of the 13F portfolio, value $3,142,808.

    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 7,182 shares
    Change vs previous 13F +2,494 shares

    0.52% of the 13F portfolio, value $2,824,703.

    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 4,688 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $1,797,332.

    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).