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Disclosery

Bison Wealth, LLC: PFIX position timeline

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

Bison Wealth, LLC held 0 PFIX shares at 2023-12-31 per its 13F-HR filed 2024-01-30.

the latest 13F is the newest step

  1. period ended2023-12-31
    13F 0 shares
    Change vs previous 13F -3,737 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2023-09-30
    13F 3,737 shares
    Change vs previous 13F -152 shares

    0.07% of the 13F portfolio, value $356,953.

    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).

  3. period ended2023-06-30
    13F 3,889 shares
    Change vs previous 13F +63 shares

    0.05% of the 13F portfolio, value $244,167.

    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).

  4. period ended2023-03-31
    13F 3,826 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $243,844.

    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).