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Disclosery

Bison Wealth, LLC: USTB position timeline

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

Bison Wealth, LLC held 5,441 USTB 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 5,441 shares
    Change vs previous 13F -1,572 shares

    0.06% of the 13F portfolio, value $273,154.

    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 7,013 shares
    Change vs previous 13F -2,134 shares

    0.06% of the 13F portfolio, value $356,359.

    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 9,147 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $455,806.

    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 9,147 shares
    Change vs previous 13F -15 shares

    0.07% of the 13F portfolio, value $455,806.

    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 9,162 shares
    Change vs previous 13F -26 shares

    0.08% of the 13F portfolio, value $454,343.

    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 9,188 shares
    Change vs previous 13F -1,112 shares

    0.09% of the 13F portfolio, value $449,481.

    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 10,300 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $503,460.

    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).