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Bison Wealth, LLC: MSFT position timeline

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

Bison Wealth, LLC held 43,559 MSFT 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 43,559 shares
    Change vs previous 13F -152 shares

    1.55% of the 13F portfolio, value $16,846,075.

    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 43,711 shares
    Change vs previous 13F +548 shares

    1.72% of the 13F portfolio, value $17,712,178.

    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 43,163 shares
    Change vs previous 13F -2,790 shares

    1.85% of the 13F portfolio, value $16,482,477.

    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 45,953 shares
    Change vs previous 13F +9,253 shares

    2.19% of the 13F portfolio, value $23,766,823.

    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 36,700 shares
    Change vs previous 13F +4,849 shares

    1.46% of the 13F portfolio, value $18,421,362.

    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 31,851 shares
    Change vs previous 13F +13,364 shares

    1.14% of the 13F portfolio, value $12,237,747.

    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 18,487 shares
    Change vs previous 13F not available

    0.95% of the 13F portfolio, value $7,792,078.

    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).