Skip to content
Disclosery

Bison Wealth, LLC: CEFS position timeline

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

Bison Wealth, LLC held 22,541 CEFS 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 22,541 shares
    Change vs previous 13F +1,735 shares

    0.05% of the 13F portfolio, value $574,803.

    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 20,806 shares
    Change vs previous 13F +2,069 shares

    0.05% of the 13F portfolio, value $522,647.

    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 18,737 shares
    Change vs previous 13F +2,456 shares

    0.05% of the 13F portfolio, value $417,659.

    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 16,281 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $370,888.

    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).