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Disclosery

Bison Wealth, LLC: UPS position timeline

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

Bison Wealth, LLC held 25,805 UPS 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 25,805 shares
    Change vs previous 13F -2,476 shares

    0.72% of the 13F portfolio, value $3,253,981.

    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 28,281 shares
    Change vs previous 13F +1,815 shares

    0.61% of the 13F portfolio, value $3,855,838.

    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 26,466 shares
    Change vs previous 13F 0 shares

    0.64% of the 13F portfolio, value $3,933,715.

    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 26,466 shares
    Change vs previous 13F -233 shares

    0.64% of the 13F portfolio, value $3,933,715.

    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 26,699 shares
    Change vs previous 13F +12 shares

    0.74% of the 13F portfolio, value $4,197,823.

    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 26,687 shares
    Change vs previous 13F +1,715 shares

    0.81% of the 13F portfolio, value $4,159,746.

    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 24,972 shares
    Change vs previous 13F +20,111 shares

    0.83% of the 13F portfolio, value $4,476,169.

    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 4,861 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $827,557.

    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).