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Disclosery

Bison Wealth, LLC: SHY position timeline

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

Bison Wealth, LLC held 26,939 SHY 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 26,939 shares
    Change vs previous 13F -6,045 shares

    0.49% of the 13F portfolio, value $2,208,466.

    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 32,984 shares
    Change vs previous 13F -2,298 shares

    0.44% of the 13F portfolio, value $2,742,631.

    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 35,282 shares
    Change vs previous 13F 0 shares

    0.47% of the 13F portfolio, value $2,885,372.

    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 35,282 shares
    Change vs previous 13F -10,788 shares

    0.47% of the 13F portfolio, value $2,885,372.

    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 46,070 shares
    Change vs previous 13F +43,094 shares

    0.67% of the 13F portfolio, value $3,779,545.

    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 2,976 shares
    Change vs previous 13F -150,536 shares

    0.05% of the 13F portfolio, value $240,954.

    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 153,512 shares
    Change vs previous 13F not available

    2.31% of the 13F portfolio, value $12,446,756.

    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).