Skip to content
Disclosery

Bison Wealth, LLC: MTUM position timeline

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

Bison Wealth, LLC held 6,463 MTUM 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 6,463 shares
    Change vs previous 13F +1,458 shares

    0.19% of the 13F portfolio, value $2,079,212.

    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 5,005 shares
    Change vs previous 13F -95 shares

    0.15% of the 13F portfolio, value $1,528,501.

    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 5,100 shares
    Change vs previous 13F -402 shares

    0.14% of the 13F portfolio, value $1,231,819.

    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 5,502 shares
    Change vs previous 13F +787 shares

    0.13% of the 13F portfolio, value $1,398,051.

    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 4,715 shares
    Change vs previous 13F -101 shares

    0.09% of the 13F portfolio, value $1,128,904.

    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 4,816 shares
    Change vs previous 13F +2,948 shares

    0.09% of the 13F portfolio, value $997,117.

    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 1,868 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $386,527.

    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).