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Disclosery

Bison Wealth, LLC: JEPI position timeline

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

Bison Wealth, LLC held 7,141 JEPI 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 7,141 shares
    Change vs previous 13F -1,969 shares

    0.04% of the 13F portfolio, value $405,247.

    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 9,110 shares
    Change vs previous 13F +618 shares

    0.05% of the 13F portfolio, value $509,515.

    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 8,492 shares
    Change vs previous 13F +1,967 shares

    0.05% of the 13F portfolio, value $476,315.

    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 6,525 shares
    Change vs previous 13F -771 shares

    0.03% of the 13F portfolio, value $367,924.

    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 7,296 shares
    Change vs previous 13F +270 shares

    0.03% of the 13F portfolio, value $414,627.

    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 7,026 shares
    Change vs previous 13F -1,922 shares

    0.04% of the 13F portfolio, value $401,474.

    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 8,948 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $514,782.

    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).