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Disclosery

Bison Wealth, LLC: AVGO position timeline

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

Bison Wealth, LLC held 25,253 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,253 shares
    Change vs previous 13F +328 shares

    0.87% of the 13F portfolio, value $9,442,196.

    13F-HR 0001493152-26-032296 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 ended2026-03-31
    13F 24,925 shares
    Change vs previous 13F +315 shares

    1.01% of the 13F portfolio, value $10,388,641.

    13F-HR 0001493152-26-023586 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 ended2025-12-31
    13F 24,610 shares
    Change vs previous 13F -2,320 shares

    0.86% of the 13F portfolio, value $7,641,587.

    13F-HR 0001493152-26-012336 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 ended2025-09-30
    13F 26,930 shares
    Change vs previous 13F +5,207 shares

    0.89% of the 13F portfolio, value $9,690,223.

    13F-HR 0001493152-25-021659 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 ended2025-06-30
    13F 21,723 shares
    Change vs previous 13F +5,999 shares

    0.47% of the 13F portfolio, value $5,962,829.

    13F-HR 0001641172-25-019676 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 ended2025-03-31
    13F 15,724 shares
    Change vs previous 13F +14,268 shares

    0.27% of the 13F portfolio, value $2,915,092.

    13F-HR 0001641172-25-009192 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 ended2024-12-31
    13F 1,456 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $337,453.

    13F-HR 0001493152-25-008165 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).