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Disclosery

Bison Wealth, LLC: SPYD position timeline

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

Bison Wealth, LLC held 30,395 SPYD 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 30,395 shares
    Change vs previous 13F +141 shares

    0.29% of the 13F portfolio, value $1,314,259.

    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 30,254 shares
    Change vs previous 13F -14,883 shares

    0.22% of the 13F portfolio, value $1,381,103.

    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 45,137 shares
    Change vs previous 13F 0 shares

    0.3% of the 13F portfolio, value $1,837,529.

    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 45,137 shares
    Change vs previous 13F +101 shares

    0.3% of the 13F portfolio, value $1,837,529.

    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 45,036 shares
    Change vs previous 13F -17,792 shares

    0.31% of the 13F portfolio, value $1,764,962.

    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 62,828 shares
    Change vs previous 13F -157 shares

    0.43% of the 13F portfolio, value $2,203,376.

    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 62,985 shares
    Change vs previous 13F -782 shares

    0.43% of the 13F portfolio, value $2,335,471.

    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 63,767 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $2,309,003.

    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).