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Disclosery

Bison Wealth, LLC: IWF position timeline

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

Bison Wealth, LLC held 212,913 IWF 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 212,913 shares
    Change vs previous 13F +8,557 shares

    2.41% of the 13F portfolio, value $26,188,324.

    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 204,356 shares
    Change vs previous 13F +155,299 shares

    2.47% of the 13F portfolio, value $25,403,543.

    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 49,057 shares
    Change vs previous 13F -5,557 shares

    2.36% of the 13F portfolio, value $20,969,054.

    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 54,614 shares
    Change vs previous 13F +9,485 shares

    2.43% of the 13F portfolio, value $26,368,899.

    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 45,129 shares
    Change vs previous 13F +14,224 shares

    1.52% of the 13F portfolio, value $19,271,647.

    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 30,905 shares
    Change vs previous 13F +30,352 shares

    1.06% of the 13F portfolio, value $11,330,758.

    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 553 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $222,074.

    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).