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Bison Wealth, LLC: BTAL position timeline

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

Bison Wealth, LLC held 19,211 BTAL 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 19,211 shares
    Change vs previous 13F -30,525 shares

    0.02% of the 13F portfolio, value $220,730.

    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 49,736 shares
    Change vs previous 13F +27,200 shares

    0.06% of the 13F portfolio, value $597,325.

    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 22,536 shares
    Change vs previous 13F +22,536 shares

    0.04% of the 13F portfolio, value $318,879.

    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 0 shares
    Change vs previous 13F -50,085 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  5. period ended2025-06-30
    13F 50,085 shares
    Change vs previous 13F -31,044 shares

    0.07% of the 13F portfolio, value $886,502.

    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 81,129 shares
    Change vs previous 13F +16,567 shares

    0.16% of the 13F portfolio, value $1,690,725.

    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 64,562 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $1,193,109.

    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).