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Disclosery

Bison Wealth, LLC: SPYM position timeline

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

Bison Wealth, LLC held 142,938 SPYM 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 142,938 shares
    Change vs previous 13F +630 shares

    2.17% of the 13F portfolio, value $9,854,152.

    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 142,308 shares
    Change vs previous 13F -7,687 shares

    1.53% of the 13F portfolio, value $9,607,233.

    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 149,995 shares
    Change vs previous 13F 0 shares

    1.5% of the 13F portfolio, value $9,229,169.

    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 149,995 shares
    Change vs previous 13F -21,201 shares

    1.5% of the 13F portfolio, value $9,229,169.

    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 171,196 shares
    Change vs previous 13F +18,819 shares

    1.69% of the 13F portfolio, value $9,569,838.

    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 152,377 shares
    Change vs previous 13F +54,795 shares

    1.49% of the 13F portfolio, value $7,658,471.

    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 97,582 shares
    Change vs previous 13F not available

    0.94% of the 13F portfolio, value $5,084,984.

    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).