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Disclosery

Bison Wealth, LLC: IVW position timeline

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

Bison Wealth, LLC held 11,951 IVW 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 11,951 shares
    Change vs previous 13F -131 shares

    0.15% of the 13F portfolio, value $1,638,689.

    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 12,082 shares
    Change vs previous 13F -1,005 shares

    0.16% of the 13F portfolio, value $1,658,244.

    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 13,087 shares
    Change vs previous 13F -15,069 shares

    0.17% of the 13F portfolio, value $1,493,633.

    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 28,156 shares
    Change vs previous 13F -3,154 shares

    0.32% of the 13F portfolio, value $3,442,308.

    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 31,310 shares
    Change vs previous 13F +8,633 shares

    0.27% of the 13F portfolio, value $3,455,407.

    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 22,677 shares
    Change vs previous 13F -5,785 shares

    0.2% of the 13F portfolio, value $2,105,071.

    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 28,462 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $2,889,727.

    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).