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Disclosery

Bison Wealth, LLC: SHV position timeline

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

Bison Wealth, LLC held 19,444 SHV 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 19,444 shares
    Change vs previous 13F -5,767 shares

    0.47% of the 13F portfolio, value $2,140,953.

    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 25,211 shares
    Change vs previous 13F -264 shares

    0.44% of the 13F portfolio, value $2,789,182.

    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 25,475 shares
    Change vs previous 13F 0 shares

    0.46% of the 13F portfolio, value $2,815,951.

    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 25,475 shares
    Change vs previous 13F -71,422 shares

    0.46% of the 13F portfolio, value $2,815,951.

    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 96,897 shares
    Change vs previous 13F -6,668 shares

    1.89% of the 13F portfolio, value $10,671,267.

    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 103,565 shares
    Change vs previous 13F -47,348 shares

    2.22% of the 13F portfolio, value $11,440,781.

    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 150,913 shares
    Change vs previous 13F not available

    3.09% of the 13F portfolio, value $16,668,349.

    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).