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Disclosery

Bison Wealth, LLC: IJR position timeline

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

Bison Wealth, LLC held 22,174 IJR 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 22,174 shares
    Change vs previous 13F +5,727 shares

    0.3% of the 13F portfolio, value $3,255,423.

    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 16,447 shares
    Change vs previous 13F +520 shares

    0.22% of the 13F portfolio, value $2,224,893.

    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 15,927 shares
    Change vs previous 13F -1,459 shares

    0.22% of the 13F portfolio, value $1,917,719.

    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 17,386 shares
    Change vs previous 13F +133 shares

    0.19% of the 13F portfolio, value $2,054,097.

    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 17,253 shares
    Change vs previous 13F +4,920 shares

    0.15% of the 13F portfolio, value $1,938,626.

    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 12,333 shares
    Change vs previous 13F +10,032 shares

    0.12% of the 13F portfolio, value $1,255,858.

    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 2,301 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $265,115.

    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).