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Disclosery

Bison Wealth, LLC: WM position timeline

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

Bison Wealth, LLC held 2,135 WM 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 2,135 shares
    Change vs previous 13F -6,594 shares

    0.09% of the 13F portfolio, value $430,754.

    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 8,729 shares
    Change vs previous 13F -1,792 shares

    0.29% of the 13F portfolio, value $1,812,256.

    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 10,521 shares
    Change vs previous 13F 0 shares

    0.36% of the 13F portfolio, value $2,242,625.

    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 10,521 shares
    Change vs previous 13F -126 shares

    0.36% of the 13F portfolio, value $2,242,625.

    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 10,647 shares
    Change vs previous 13F -1,045 shares

    0.34% of the 13F portfolio, value $1,906,921.

    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 11,692 shares
    Change vs previous 13F -4,405 shares

    0.35% of the 13F portfolio, value $1,782,348.

    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 16,097 shares
    Change vs previous 13F +828 shares

    0.52% of the 13F portfolio, value $2,791,542.

    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 15,269 shares
    Change vs previous 13F not available

    0.81% of the 13F portfolio, value $2,598,631.

    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).