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Disclosery

Bison Wealth, LLC: CGSM position timeline

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

Bison Wealth, LLC held 64,823 CGSM 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 64,823 shares
    Change vs previous 13F +10,731 shares

    0.16% of the 13F portfolio, value $1,711,315.

    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 54,092 shares
    Change vs previous 13F +396 shares

    0.14% of the 13F portfolio, value $1,423,166.

    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 53,696 shares
    Change vs previous 13F -17,552 shares

    0.16% of the 13F portfolio, value $1,415,975.

    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 71,248 shares
    Change vs previous 13F +28,641 shares

    0.17% of the 13F portfolio, value $1,875,915.

    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 42,607 shares
    Change vs previous 13F +3,930 shares

    0.09% of the 13F portfolio, value $1,113,329.

    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 38,677 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,001,991.

    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).