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Disclosery

Bison Wealth, LLC: WFC position timeline

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

Bison Wealth, LLC held 14,578 WFC 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 14,578 shares
    Change vs previous 13F -24,506 shares

    0.23% of the 13F portfolio, value $1,023,987.

    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 39,084 shares
    Change vs previous 13F -7,622 shares

    0.35% of the 13F portfolio, value $2,207,874.

    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 46,706 shares
    Change vs previous 13F 0 shares

    0.44% of the 13F portfolio, value $2,707,098.

    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 46,706 shares
    Change vs previous 13F -2,657 shares

    0.44% of the 13F portfolio, value $2,707,098.

    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 49,363 shares
    Change vs previous 13F +1,333 shares

    0.43% of the 13F portfolio, value $2,429,652.

    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 48,030 shares
    Change vs previous 13F +1,161 shares

    0.38% of the 13F portfolio, value $1,962,503.

    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 46,869 shares
    Change vs previous 13F +4,108 shares

    0.37% of the 13F portfolio, value $2,000,383.

    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 42,761 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $1,639,010.

    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).