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Disclosery

Bison Wealth, LLC: WMT position timeline

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

Bison Wealth, LLC held 15,670 WMT 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 15,670 shares
    Change vs previous 13F -38,735 shares

    0.31% of the 13F portfolio, value $1,415,820.

    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 54,405 shares
    Change vs previous 13F -10,091 shares

    0.7% of the 13F portfolio, value $4,393,246.

    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 64,496 shares
    Change vs previous 13F 0 shares

    0.63% of the 13F portfolio, value $3,880,702.

    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 64,496 shares
    Change vs previous 13F +42,984 shares

    0.63% of the 13F portfolio, value $3,880,702.

    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 21,512 shares
    Change vs previous 13F +316 shares

    0.6% of the 13F portfolio, value $3,391,335.

    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 21,196 shares
    Change vs previous 13F -742 shares

    0.66% of the 13F portfolio, value $3,389,917.

    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 21,938 shares
    Change vs previous 13F +4,892 shares

    0.64% of the 13F portfolio, value $3,448,253.

    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 17,046 shares
    Change vs previous 13F not available

    0.81% of the 13F portfolio, value $2,610,110.

    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).