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Bison Wealth, LLC: OVL position timeline

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

Bison Wealth, LLC held 537,292 OVL 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 537,292 shares
    Change vs previous 13F +31,704 shares

    5.52% of the 13F portfolio, value $25,059,306.

    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 505,588 shares
    Change vs previous 13F +255,769 shares

    3.74% of the 13F portfolio, value $23,499,590.

    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 249,819 shares
    Change vs previous 13F 0 shares

    1.73% of the 13F portfolio, value $10,645,048.

    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 249,819 shares
    Change vs previous 13F -44,992 shares

    1.73% of the 13F portfolio, value $10,645,048.

    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 294,811 shares
    Change vs previous 13F -34,812 shares

    1.97% of the 13F portfolio, value $11,100,608.

    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 329,623 shares
    Change vs previous 13F +142,334 shares

    2.17% of the 13F portfolio, value $11,193,605.

    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 187,289 shares
    Change vs previous 13F +22,191 shares

    1.25% of the 13F portfolio, value $6,722,676.

    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 165,098 shares
    Change vs previous 13F not available

    1.69% of the 13F portfolio, value $5,447,903.

    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).