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Disclosery

Bison Wealth, LLC: IVE position timeline

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

Bison Wealth, LLC held 4,309 IVE 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 4,309 shares
    Change vs previous 13F -45 shares

    0.09% of the 13F portfolio, value $994,967.

    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 4,354 shares
    Change vs previous 13F -920 shares

    0.1% of the 13F portfolio, value $978,007.

    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 5,274 shares
    Change vs previous 13F -1,897 shares

    0.12% of the 13F portfolio, value $1,095,569.

    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 7,171 shares
    Change vs previous 13F -1,024 shares

    0.14% of the 13F portfolio, value $1,485,831.

    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 8,195 shares
    Change vs previous 13F +2,808 shares

    0.13% of the 13F portfolio, value $1,611,084.

    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 5,387 shares
    Change vs previous 13F -1,324 shares

    0.1% of the 13F portfolio, value $1,026,709.

    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 6,711 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $1,280,988.

    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).