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Disclosery

Bison Wealth, LLC: CLOI position timeline

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

Bison Wealth, LLC held 60,853 CLOI 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 60,853 shares
    Change vs previous 13F +2,130 shares

    0.3% of the 13F portfolio, value $3,210,778.

    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 58,723 shares
    Change vs previous 13F +3,931 shares

    0.3% of the 13F portfolio, value $3,103,489.

    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 54,792 shares
    Change vs previous 13F +20,037 shares

    0.32% of the 13F portfolio, value $2,880,424.

    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 34,755 shares
    Change vs previous 13F +6,892 shares

    0.17% of the 13F portfolio, value $1,840,544.

    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 27,863 shares
    Change vs previous 13F +4,834 shares

    0.12% of the 13F portfolio, value $1,474,184.

    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 23,029 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,216,387.

    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).