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Disclosery

Bison Wealth, LLC: SMLV position timeline

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

Bison Wealth, LLC held 0 SMLV shares at 2023-12-31 per its 13F-HR filed 2024-01-30.

the latest 13F is the newest step

  1. period ended2023-12-31
    13F 0 shares
    Change vs previous 13F -3,382 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2023-09-30
    13F 3,382 shares
    Change vs previous 13F -8,593 shares

    0.06% of the 13F portfolio, value $334,458.

    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).

  3. period ended2023-06-30
    13F 11,975 shares
    Change vs previous 13F +1,063 shares

    0.23% of the 13F portfolio, value $1,236,940.

    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).

  4. period ended2023-03-31
    13F 10,912 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $1,065,418.

    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).