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Disclosery

Bison Wealth, LLC: XLV position timeline

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

Bison Wealth, LLC held 2,257 XLV 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 2,257 shares
    Change vs previous 13F +589 shares

    0.07% of the 13F portfolio, value $310,544.

    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 1,668 shares
    Change vs previous 13F -1,787 shares

    0.04% of the 13F portfolio, value $256,983.

    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 3,455 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $510,419.

    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 3,455 shares
    Change vs previous 13F -10 shares

    0.08% of the 13F portfolio, value $510,419.

    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 3,465 shares
    Change vs previous 13F -235 shares

    0.08% of the 13F portfolio, value $472,571.

    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 3,700 shares
    Change vs previous 13F +80 shares

    0.09% of the 13F portfolio, value $476,324.

    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 3,620 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $480,477.

    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).