Skip to content
Disclosery

Bison Wealth, LLC: QUAL position timeline

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

Bison Wealth, LLC held 19,062 QUAL 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 19,062 shares
    Change vs previous 13F +3,383 shares

    0.75% of the 13F portfolio, value $3,394,561.

    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 15,679 shares
    Change vs previous 13F +14,192 shares

    0.45% of the 13F portfolio, value $2,811,245.

    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 1,487 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $244,388.

    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 1,487 shares
    Change vs previous 13F -77 shares

    0.04% of the 13F portfolio, value $244,388.

    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 1,564 shares
    Change vs previous 13F -130 shares

    0.04% of the 13F portfolio, value $230,127.

    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 1,694 shares
    Change vs previous 13F -16 shares

    0.04% of the 13F portfolio, value $223,252.

    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 1,710 shares
    Change vs previous 13F -73 shares

    0.04% of the 13F portfolio, value $230,628.

    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 1,783 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $222,019.

    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).