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Disclosery

Bison Wealth, LLC: EFG position timeline

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

Bison Wealth, LLC held 12,359 EFG 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 12,359 shares
    Change vs previous 13F +890 shares

    0.14% of the 13F portfolio, value $1,546,068.

    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 11,469 shares
    Change vs previous 13F -169 shares

    0.14% of the 13F portfolio, value $1,392,256.

    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 11,638 shares
    Change vs previous 13F -11,561 shares

    0.14% of the 13F portfolio, value $1,263,454.

    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 +2,386 shares

    0.25% of the 13F portfolio, value $2,659,331.

    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 20,813 shares
    Change vs previous 13F -17,480 shares

    0.18% of the 13F portfolio, value $2,319,032.

    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 38,293 shares
    Change vs previous 13F +17,736 shares

    0.37% of the 13F portfolio, value $3,924,064.

    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 20,557 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $1,990,572.

    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).