Skip to content
Disclosery

Bison Wealth, LLC: SPD position timeline

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

Bison Wealth, LLC held 10,456 SPD 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 10,456 shares
    Change vs previous 13F -26,068 shares

    0.08% of the 13F portfolio, value $348,922.

    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 36,524 shares
    Change vs previous 13F -11,980 shares

    0.19% of the 13F portfolio, value $1,222,489.

    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 48,504 shares
    Change vs previous 13F 0 shares

    0.25% of the 13F portfolio, value $1,507,991.

    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 48,504 shares
    Change vs previous 13F -596 shares

    0.25% of the 13F portfolio, value $1,507,991.

    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 49,100 shares
    Change vs previous 13F -8,590 shares

    0.25% of the 13F portfolio, value $1,410,965.

    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 57,690 shares
    Change vs previous 13F -2,489 shares

    0.29% of the 13F portfolio, value $1,512,620.

    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 60,179 shares
    Change vs previous 13F -856 shares

    0.31% of the 13F portfolio, value $1,643,482.

    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 61,035 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $1,571,646.

    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).