Skip to content
Disclosery

Bison Wealth, LLC: OVB position timeline

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

Bison Wealth, LLC held 1,151,999 OVB 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 1,151,999 shares
    Change vs previous 13F +97,143 shares

    2.17% of the 13F portfolio, value $23,558,604.

    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 1,054,856 shares
    Change vs previous 13F -36,485 shares

    2.11% of the 13F portfolio, value $21,724,753.

    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 1,091,341 shares
    Change vs previous 13F +141,595 shares

    2.51% of the 13F portfolio, value $22,302,309.

    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 949,746 shares
    Change vs previous 13F -42,906 shares

    1.81% of the 13F portfolio, value $19,666,962.

    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 992,652 shares
    Change vs previous 13F -63,728 shares

    1.59% of the 13F portfolio, value $20,072,829.

    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 1,056,380 shares
    Change vs previous 13F +168,547 shares

    2.01% of the 13F portfolio, value $21,558,360.

    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 887,833 shares
    Change vs previous 13F not available

    2.2% of the 13F portfolio, value $17,953,761.

    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).