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Disclosery

Bison Wealth, LLC: OVLH position timeline

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

Bison Wealth, LLC held 137,331 OVLH 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 137,331 shares
    Change vs previous 13F +81,628 shares

    1.03% of the 13F portfolio, value $4,686,618.

    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 55,703 shares
    Change vs previous 13F -93,929 shares

    0.3% of the 13F portfolio, value $1,881,649.

    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 149,632 shares
    Change vs previous 13F 0 shares

    0.76% of the 13F portfolio, value $4,675,796.

    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 149,632 shares
    Change vs previous 13F +100,978 shares

    0.76% of the 13F portfolio, value $4,675,796.

    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 48,654 shares
    Change vs previous 13F -34,859 shares

    0.25% of the 13F portfolio, value $1,406,355.

    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 83,513 shares
    Change vs previous 13F -130,979 shares

    0.43% of the 13F portfolio, value $2,237,539.

    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 214,492 shares
    Change vs previous 13F +11,470 shares

    1.11% of the 13F portfolio, value $5,969,515.

    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 203,022 shares
    Change vs previous 13F not available

    1.65% of the 13F portfolio, value $5,300,347.

    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).