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Disclosery

Bison Wealth, LLC: OVF position timeline

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

Bison Wealth, LLC held 109,510 OVF 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 109,510 shares
    Change vs previous 13F -84,363 shares

    0.57% of the 13F portfolio, value $2,567,895.

    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 193,873 shares
    Change vs previous 13F +13,823 shares

    0.82% of the 13F portfolio, value $5,115,595.

    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 180,050 shares
    Change vs previous 13F 0 shares

    0.73% of the 13F portfolio, value $4,471,244.

    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 180,050 shares
    Change vs previous 13F +33,802 shares

    0.73% of the 13F portfolio, value $4,471,244.

    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 146,248 shares
    Change vs previous 13F -65,623 shares

    0.6% of the 13F portfolio, value $3,385,360.

    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 211,871 shares
    Change vs previous 13F -40,544 shares

    0.88% of the 13F portfolio, value $4,505,697.

    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 252,415 shares
    Change vs previous 13F +16,727 shares

    1.08% of the 13F portfolio, value $5,807,061.

    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 235,688 shares
    Change vs previous 13F not available

    1.7% of the 13F portfolio, value $5,466,896.

    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).