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Bison Wealth, LLC: OVF position timeline

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

Bison Wealth, LLC held 736,641 OVF 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 736,641 shares
    Change vs previous 13F +23,320 shares

    2.18% of the 13F portfolio, value $23,668,264.

    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 713,321 shares
    Change vs previous 13F +30,511 shares

    2.22% of the 13F portfolio, value $22,807,074.

    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 682,810 shares
    Change vs previous 13F +39,325 shares

    2.19% of the 13F portfolio, value $19,492,513.

    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 643,485 shares
    Change vs previous 13F +175,619 shares

    1.74% of the 13F portfolio, value $18,836,580.

    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 467,866 shares
    Change vs previous 13F +172,345 shares

    1.01% of the 13F portfolio, value $12,752,597.

    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 295,521 shares
    Change vs previous 13F +111,495 shares

    0.69% of the 13F portfolio, value $7,372,104.

    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 184,026 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $4,315,217.

    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).