Bison Wealth, LLC: XISE position timeline

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

Bison Wealth, LLC held 15,231 XISE shares at 2024-12-31 per its 13F-HR filed 2025-02-14.

the latest 13F is the newest step

period ended2024-12-31
13F 15,231 shares
Change vs previous 13F 0 shares
0.1% of the 13F portfolio, value $461,271.
13F-HR 0001172661-25-001285 filed by Bison Wealth, LLC
Filed 2025-02-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 15,231 shares
Change vs previous 13F not available
0.07% of the 13F portfolio, value $460,585.
13F-HR 0001172661-24-004465 filed by Bison Wealth, LLC
Filed 2024-11-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
Acceptance time not in the bulk data set (spec §4.2).