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Disclosery

Bison Wealth, LLC: MBSF position timeline

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

Bison Wealth, LLC held 118,810 MBSF 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 118,810 shares
    Change vs previous 13F +2,426 shares

    0.28% of the 13F portfolio, value $3,048,657.

    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 116,384 shares
    Change vs previous 13F +6,543 shares

    0.29% of the 13F portfolio, value $2,983,502.

    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 109,841 shares
    Change vs previous 13F +38,021 shares

    0.32% of the 13F portfolio, value $2,828,188.

    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 71,820 shares
    Change vs previous 13F -13,823 shares

    0.17% of the 13F portfolio, value $1,834,452.

    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 85,643 shares
    Change vs previous 13F +1,980 shares

    0.17% of the 13F portfolio, value $2,176,987.

    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 83,663 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $2,132,140.

    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).