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Disclosery

Bison Wealth, LLC: SPY position timeline

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

Bison Wealth, LLC held 9,008 SPY 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 9,008 shares
    Change vs previous 13F -1,624 shares

    1.16% of the 13F portfolio, value $5,279,547.

    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 10,632 shares
    Change vs previous 13F +1,003 shares

    0.97% of the 13F portfolio, value $6,100,410.

    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 9,629 shares
    Change vs previous 13F 0 shares

    0.82% of the 13F portfolio, value $5,036,702.

    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 9,629 shares
    Change vs previous 13F +59 shares

    0.82% of the 13F portfolio, value $5,036,702.

    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 9,570 shares
    Change vs previous 13F +1,063 shares

    0.81% of the 13F portfolio, value $4,548,537.

    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 8,507 shares
    Change vs previous 13F -782 shares

    0.71% of the 13F portfolio, value $3,636,425.

    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 9,289 shares
    Change vs previous 13F -886 shares

    0.76% of the 13F portfolio, value $4,117,810.

    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 10,175 shares
    Change vs previous 13F not available

    1.3% of the 13F portfolio, value $4,193,513.

    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).