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Disclosery

Bison Wealth, LLC: VTI position timeline

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

Bison Wealth, LLC held 5,428 VTI 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 5,428 shares
    Change vs previous 13F +17 shares

    0.35% of the 13F portfolio, value $1,572,990.

    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 5,411 shares
    Change vs previous 13F -3,743 shares

    0.24% of the 13F portfolio, value $1,532,201.

    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 9,154 shares
    Change vs previous 13F 0 shares

    0.39% of the 13F portfolio, value $2,379,054.

    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 9,154 shares
    Change vs previous 13F -214 shares

    0.39% of the 13F portfolio, value $2,379,054.

    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 9,368 shares
    Change vs previous 13F +993 shares

    0.39% of the 13F portfolio, value $2,222,292.

    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 8,375 shares
    Change vs previous 13F +2,608 shares

    0.35% of the 13F portfolio, value $1,778,914.

    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 5,767 shares
    Change vs previous 13F +662 shares

    0.24% of the 13F portfolio, value $1,270,343.

    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 5,105 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $1,045,037.

    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).