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Disclosery

Bison Wealth, LLC: OVT position timeline

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

Bison Wealth, LLC held 323,312 OVT 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 323,312 shares
    Change vs previous 13F +201,979 shares

    1.56% of the 13F portfolio, value $7,096,468.

    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 121,333 shares
    Change vs previous 13F -75,658 shares

    0.44% of the 13F portfolio, value $2,769,141.

    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 196,991 shares
    Change vs previous 13F 0 shares

    0.71% of the 13F portfolio, value $4,388,948.

    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 196,991 shares
    Change vs previous 13F -54,281 shares

    0.71% of the 13F portfolio, value $4,388,948.

    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 251,272 shares
    Change vs previous 13F +33,404 shares

    0.97% of the 13F portfolio, value $5,455,115.

    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 217,868 shares
    Change vs previous 13F -123,011 shares

    0.9% of the 13F portfolio, value $4,612,042.

    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 340,879 shares
    Change vs previous 13F +784 shares

    1.37% of the 13F portfolio, value $7,384,145.

    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 340,095 shares
    Change vs previous 13F not available

    2.29% of the 13F portfolio, value $7,366,482.

    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).