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Disclosery

Bison Wealth, LLC: IYW position timeline

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

Bison Wealth, LLC held 4,185 IYW 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 4,185 shares
    Change vs previous 13F +24 shares

    0.1% of the 13F portfolio, value $1,035,234.

    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 4,161 shares
    Change vs previous 13F +46 shares

    0.1% of the 13F portfolio, value $1,001,293.

    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 4,115 shares
    Change vs previous 13F -4,402 shares

    0.09% of the 13F portfolio, value $759,065.

    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 8,517 shares
    Change vs previous 13F +115 shares

    0.16% of the 13F portfolio, value $1,712,039.

    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 8,402 shares
    Change vs previous 13F +79 shares

    0.12% of the 13F portfolio, value $1,462,440.

    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 8,323 shares
    Change vs previous 13F -1,486 shares

    0.11% of the 13F portfolio, value $1,168,867.

    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 9,809 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $1,564,662.

    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).