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Disclosery

Bison Wealth, LLC: SWKS position timeline

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

Bison Wealth, LLC held 2,321 SWKS 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 2,321 shares
    Change vs previous 13F -3,497 shares

    0.05% of the 13F portfolio, value $205,826.

    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 5,818 shares
    Change vs previous 13F -728 shares

    0.09% of the 13F portfolio, value $574,703.

    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 6,546 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $709,014.

    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 6,546 shares
    Change vs previous 13F +182 shares

    0.12% of the 13F portfolio, value $709,014.

    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 6,364 shares
    Change vs previous 13F -325 shares

    0.13% of the 13F portfolio, value $715,489.

    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 6,689 shares
    Change vs previous 13F +322 shares

    0.13% of the 13F portfolio, value $659,495.

    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 6,367 shares
    Change vs previous 13F +252 shares

    0.13% of the 13F portfolio, value $704,725.

    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 6,115 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $592,599.

    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).