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Disclosery

Bison Wealth, LLC: CLOB position timeline

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

Bison Wealth, LLC held 30,643 CLOB 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 30,643 shares
    Change vs previous 13F -8,767 shares

    0.14% of the 13F portfolio, value $1,540,830.

    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 39,410 shares
    Change vs previous 13F +1,170 shares

    0.19% of the 13F portfolio, value $1,987,824.

    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 38,240 shares
    Change vs previous 13F +15,041 shares

    0.21% of the 13F portfolio, value $1,905,885.

    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 23,199 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,181,511.

    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).