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Disclosery

Bison Wealth, LLC: SVOL position timeline

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

Bison Wealth, LLC held 17,582 SVOL 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 17,582 shares
    Change vs previous 13F -44,989 shares

    0.08% of the 13F portfolio, value $365,525.

    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 62,571 shares
    Change vs previous 13F +15,169 shares

    0.22% of the 13F portfolio, value $1,374,075.

    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 47,402 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $1,074,124.

    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 47,402 shares
    Change vs previous 13F -791 shares

    0.17% of the 13F portfolio, value $1,074,124.

    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 48,193 shares
    Change vs previous 13F +2,241 shares

    0.19% of the 13F portfolio, value $1,097,835.

    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 45,952 shares
    Change vs previous 13F -239,342 shares

    0.2% of the 13F portfolio, value $1,034,389.

    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 285,294 shares
    Change vs previous 13F not available

    1.22% of the 13F portfolio, value $6,547,505.

    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).