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Disclosery

Bison Wealth, LLC: ORCL position timeline

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

Bison Wealth, LLC held 6,873 ORCL 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 6,873 shares
    Change vs previous 13F -5,855 shares

    0.25% of the 13F portfolio, value $1,145,365.

    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 12,728 shares
    Change vs previous 13F +121 shares

    0.35% of the 13F portfolio, value $2,168,968.

    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 12,607 shares
    Change vs previous 13F 0 shares

    0.26% of the 13F portfolio, value $1,583,597.

    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 12,607 shares
    Change vs previous 13F -551 shares

    0.26% of the 13F portfolio, value $1,583,597.

    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 13,158 shares
    Change vs previous 13F +1,069 shares

    0.25% of the 13F portfolio, value $1,387,254.

    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 12,089 shares
    Change vs previous 13F +91 shares

    0.25% of the 13F portfolio, value $1,280,440.

    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 11,998 shares
    Change vs previous 13F +2,313 shares

    0.27% of the 13F portfolio, value $1,428,834.

    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 9,685 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $943,684.

    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).