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Bison Wealth, LLC: IBIT position timeline

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

Bison Wealth, LLC held 56,533 IBIT 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 56,533 shares
    Change vs previous 13F +912 shares

    0.19% of the 13F portfolio, value $2,041,979.

    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 55,621 shares
    Change vs previous 13F +4,875 shares

    0.24% of the 13F portfolio, value $2,509,621.

    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 50,746 shares
    Change vs previous 13F +21,649 shares

    0.23% of the 13F portfolio, value $2,018,170.

    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 29,097 shares
    Change vs previous 13F +9,148 shares

    0.16% of the 13F portfolio, value $1,775,105.

    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 19,949 shares
    Change vs previous 13F +5,460 shares

    0.11% of the 13F portfolio, value $1,340,790.

    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 14,489 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $709,680.

    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).