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Disclosery

Bison Wealth, LLC: QQQE position timeline

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

Bison Wealth, LLC held 18,602 QQQE 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 18,602 shares
    Change vs previous 13F -1,289 shares

    0.37% of the 13F portfolio, value $1,669,873.

    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 19,891 shares
    Change vs previous 13F -4,815 shares

    0.29% of the 13F portfolio, value $1,794,244.

    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 24,706 shares
    Change vs previous 13F 0 shares

    0.36% of the 13F portfolio, value $2,203,748.

    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 24,706 shares
    Change vs previous 13F +3,221 shares

    0.36% of the 13F portfolio, value $2,203,748.

    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 21,485 shares
    Change vs previous 13F +1,765 shares

    0.32% of the 13F portfolio, value $1,818,475.

    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 19,720 shares
    Change vs previous 13F -26 shares

    0.29% of the 13F portfolio, value $1,474,431.

    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 19,746 shares
    Change vs previous 13F +16,686 shares

    0.28% of the 13F portfolio, value $1,520,025.

    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 3,060 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $216,319.

    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).