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Disclosery

Bison Wealth, LLC: IEF position timeline

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

Bison Wealth, LLC held 101,433 IEF 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 101,433 shares
    Change vs previous 13F +29,932 shares

    0.88% of the 13F portfolio, value $9,552,915.

    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 71,501 shares
    Change vs previous 13F -4,085 shares

    0.66% of the 13F portfolio, value $6,744,019.

    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 75,586 shares
    Change vs previous 13F -47,594 shares

    0.81% of the 13F portfolio, value $7,171,626.

    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 123,180 shares
    Change vs previous 13F +43,062 shares

    1.1% of the 13F portfolio, value $11,886,899.

    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 80,118 shares
    Change vs previous 13F -49,328 shares

    0.6% of the 13F portfolio, value $7,556,694.

    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 129,446 shares
    Change vs previous 13F not available

    1.16% of the 13F portfolio, value $12,435,862.

    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).