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Bison Wealth, LLC: ICSH position timeline

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

Bison Wealth, LLC held 237,882 ICSH 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 237,882 shares
    Change vs previous 13F -47,109 shares

    1.11% of the 13F portfolio, value $11,998,758.

    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 284,991 shares
    Change vs previous 13F -120,338 shares

    1.4% of the 13F portfolio, value $14,397,761.

    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 405,329 shares
    Change vs previous 13F +205,911 shares

    2.3% of the 13F portfolio, value $20,489,357.

    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 199,418 shares
    Change vs previous 13F +34,594 shares

    0.93% of the 13F portfolio, value $10,093,000.

    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 164,824 shares
    Change vs previous 13F +58,019 shares

    0.66% of the 13F portfolio, value $8,339,958.

    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 106,805 shares
    Change vs previous 13F +102,665 shares

    0.51% of the 13F portfolio, value $5,414,045.

    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 4,140 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $208,759.

    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).