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Disclosery

Bison Wealth, LLC: SGOL position timeline

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

Bison Wealth, LLC held 324,471 SGOL 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 324,471 shares
    Change vs previous 13F -49,618 shares

    1.79% of the 13F portfolio, value $8,127,999.

    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 374,089 shares
    Change vs previous 13F +362,644 shares

    1.5% of the 13F portfolio, value $9,400,857.

    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 11,445 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $243,092.

    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 11,445 shares
    Change vs previous 13F -405,123 shares

    0.04% of the 13F portfolio, value $243,092.

    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 416,568 shares
    Change vs previous 13F -5,982 shares

    1.46% of the 13F portfolio, value $8,223,052.

    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 422,550 shares
    Change vs previous 13F +171,579 shares

    1.45% of the 13F portfolio, value $7,474,910.

    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 250,971 shares
    Change vs previous 13F not available

    0.86% of the 13F portfolio, value $4,610,337.

    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).