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Disclosery

Bison Wealth, LLC: OVB position timeline

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

Bison Wealth, LLC held 459,206 OVB 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 459,206 shares
    Change vs previous 13F +201,124 shares

    2.05% of the 13F portfolio, value $9,286,069.

    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 258,082 shares
    Change vs previous 13F +34,893 shares

    0.89% of the 13F portfolio, value $5,566,990.

    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 223,189 shares
    Change vs previous 13F 0 shares

    0.76% of the 13F portfolio, value $4,664,656.

    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 223,189 shares
    Change vs previous 13F +15,504 shares

    0.76% of the 13F portfolio, value $4,664,656.

    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 207,685 shares
    Change vs previous 13F -35,441 shares

    0.76% of the 13F portfolio, value $4,272,082.

    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 243,126 shares
    Change vs previous 13F -100,789 shares

    0.93% of the 13F portfolio, value $4,773,600.

    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 343,915 shares
    Change vs previous 13F +10,228 shares

    1.32% of the 13F portfolio, value $7,127,462.

    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 333,687 shares
    Change vs previous 13F not available

    2.18% of the 13F portfolio, value $7,008,970.

    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).