Skip to content
Disclosery

Bison Wealth, LLC: XLE position timeline

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

Bison Wealth, LLC held 17,027 XLE 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 17,027 shares
    Change vs previous 13F -1,202 shares

    0.32% of the 13F portfolio, value $1,458,568.

    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 18,229 shares
    Change vs previous 13F -3,637 shares

    0.26% of the 13F portfolio, value $1,600,566.

    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 21,866 shares
    Change vs previous 13F 0 shares

    0.34% of the 13F portfolio, value $2,064,342.

    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 21,866 shares
    Change vs previous 13F -691 shares

    0.34% of the 13F portfolio, value $2,064,342.

    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 22,557 shares
    Change vs previous 13F -454 shares

    0.33% of the 13F portfolio, value $1,891,156.

    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 23,011 shares
    Change vs previous 13F +207 shares

    0.4% of the 13F portfolio, value $2,079,931.

    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 22,804 shares
    Change vs previous 13F +3,154 shares

    0.34% of the 13F portfolio, value $1,850,993.

    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 19,650 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $1,540,555.

    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).