Bison Wealth, LLC: ET position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Bison Wealth, LLC on ET, newest first. How the timeline and the estimate are built.
Bison Wealth, LLC held 18,251 ET shares at 2026-06-30 per its 13F-HR filed 2026-07-07.
the latest 13F is the newest step
- period ended2026-06-3013F 18,251 sharesChange vs previous 13F +1,201 shares
0.03% of the 13F portfolio, value $351,327.
13F-HR 0001493152-26-032296 filed by Bison Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 17,050 sharesChange vs previous 13F -1,097 shares
0.03% of the 13F portfolio, value $342,698.
13F-HR 0001493152-26-023586 filed by Bison Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 18,147 sharesChange vs previous 13F +18,147 shares
0.04% of the 13F portfolio, value $344,968.
13F-HR 0001493152-26-012336 filed by Bison Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 0 sharesChange vs previous 13F -14,895 shares
13F-HR 0001493152-25-021659 filed by Bison Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-06-3013F 14,895 sharesChange vs previous 13F +26 shares
0.02% of the 13F portfolio, value $270,052.
13F-HR 0001641172-25-019676 filed by Bison Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 14,869 sharesChange vs previous 13F +1,223 shares
0.03% of the 13F portfolio, value $276,417.
13F-HR 0001641172-25-009192 filed by Bison Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 13,646 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $267,331.
13F-HR 0001493152-25-008165 filed by Bison Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).