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Disclosery

Bison Wealth, LLC: MSFT position timeline

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

Bison Wealth, LLC held 24,845 MSFT 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 24,845 shares
    Change vs previous 13F -20,467 shares

    2.31% of the 13F portfolio, value $10,472,143.

    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 45,312 shares
    Change vs previous 13F -2,338 shares

    3.11% of the 13F portfolio, value $19,497,956.

    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 47,650 shares
    Change vs previous 13F 0 shares

    3.26% of the 13F portfolio, value $20,047,318.

    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 47,650 shares
    Change vs previous 13F +270 shares

    3.26% of the 13F portfolio, value $20,047,318.

    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 47,380 shares
    Change vs previous 13F +179 shares

    3.16% of the 13F portfolio, value $17,816,889.

    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 47,201 shares
    Change vs previous 13F -2,904 shares

    2.89% of the 13F portfolio, value $14,903,848.

    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 50,105 shares
    Change vs previous 13F +11,126 shares

    3.17% of the 13F portfolio, value $17,062,746.

    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 38,979 shares
    Change vs previous 13F not available

    3.75% of the 13F portfolio, value $12,087,796.

    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).