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Disclosery

Bison Wealth, LLC: COST position timeline

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

Bison Wealth, LLC held 3,493 COST 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 3,493 shares
    Change vs previous 13F +237 shares

    0.31% of the 13F portfolio, value $3,319,511.

    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 3,256 shares
    Change vs previous 13F +148 shares

    0.33% of the 13F portfolio, value $3,363,800.

    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 3,108 shares
    Change vs previous 13F -827 shares

    0.34% of the 13F portfolio, value $3,022,088.

    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 3,935 shares
    Change vs previous 13F +494 shares

    0.34% of the 13F portfolio, value $3,650,233.

    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 3,441 shares
    Change vs previous 13F +674 shares

    0.27% of the 13F portfolio, value $3,350,332.

    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 2,767 shares
    Change vs previous 13F +1,806 shares

    0.25% of the 13F portfolio, value $2,688,117.

    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 961 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $880,629.

    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).