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Disclosery

Bison Wealth, LLC: DSU position timeline

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

Bison Wealth, LLC held 186,989 DSU 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 186,989 shares
    Change vs previous 13F +53,980 shares

    0.17% of the 13F portfolio, value $1,813,790.

    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 133,009 shares
    Change vs previous 13F +2,976 shares

    0.13% of the 13F portfolio, value $1,318,120.

    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 130,033 shares
    Change vs previous 13F +58,791 shares

    0.14% of the 13F portfolio, value $1,256,115.

    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 71,242 shares
    Change vs previous 13F +2,609 shares

    0.07% of the 13F portfolio, value $736,640.

    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 68,633 shares
    Change vs previous 13F -4,425 shares

    0.06% of the 13F portfolio, value $728,191.

    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 73,058 shares
    Change vs previous 13F +9,589 shares

    0.07% of the 13F portfolio, value $762,731.

    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 63,469 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $682,925.

    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).