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Disclosery

Bison Wealth, LLC: DFIV position timeline

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

Bison Wealth, LLC held 0 DFIV shares at 2025-09-30 per its 13F-HR filed 2025-11-12.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -145,403 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-06-30
    13F 145,403 shares
    Change vs previous 13F +1,561 shares

    0.49% of the 13F portfolio, value $6,227,598.

    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).

  3. period ended2025-03-31
    13F 143,842 shares
    Change vs previous 13F +9,209 shares

    0.53% of the 13F portfolio, value $5,661,612.

    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).

  4. period ended2024-12-31
    13F 134,633 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $4,776,785.

    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).