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Disclosery

Bison Wealth, LLC: SCHD position timeline

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

Bison Wealth, LLC held 441,394 SCHD 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 441,394 shares
    Change vs previous 13F +309,400 shares

    2.66% of the 13F portfolio, value $12,058,878.

    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 131,994 shares
    Change vs previous 13F +54,555 shares

    1.78% of the 13F portfolio, value $11,157,479.

    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 77,439 shares
    Change vs previous 13F 0 shares

    1.02% of the 13F portfolio, value $6,243,877.

    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 77,439 shares
    Change vs previous 13F +2,294 shares

    1.02% of the 13F portfolio, value $6,243,877.

    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 75,145 shares
    Change vs previous 13F +3,951 shares

    1.01% of the 13F portfolio, value $5,720,782.

    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 71,194 shares
    Change vs previous 13F -31,741 shares

    0.98% of the 13F portfolio, value $5,037,696.

    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 102,935 shares
    Change vs previous 13F +5,797 shares

    1.39% of the 13F portfolio, value $7,475,115.

    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 97,138 shares
    Change vs previous 13F not available

    2.11% of the 13F portfolio, value $6,790,898.

    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).