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Disclosery

Bison Wealth, LLC: HD position timeline

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

Bison Wealth, LLC held 11,596 HD 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 11,596 shares
    Change vs previous 13F -1,978 shares

    0.37% of the 13F portfolio, value $4,066,111.

    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 13,574 shares
    Change vs previous 13F +49 shares

    0.4% of the 13F portfolio, value $4,106,816.

    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 13,525 shares
    Change vs previous 13F -1,237 shares

    0.49% of the 13F portfolio, value $4,338,282.

    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 14,762 shares
    Change vs previous 13F +1,922 shares

    0.52% of the 13F portfolio, value $5,661,292.

    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 12,840 shares
    Change vs previous 13F +978 shares

    0.38% of the 13F portfolio, value $4,742,322.

    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 11,862 shares
    Change vs previous 13F +6,021 shares

    0.4% of the 13F portfolio, value $4,312,765.

    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 5,841 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $2,272,078.

    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).